Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $31K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 15.8% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $877K | 10.4% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $753K | 8.9% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $659K | 7.8% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $571K | 6.8% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $545K | 6.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $533K | 6.3% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $467K | 5.5% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $446K | 5.3% | |
| TRP NEW HORIZONS - I | Registered Investment Companies | — | — | $372K | 4.4% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $288K | 3.4% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $202K | 2.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $186K | 2.2% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $172K | 2.0% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $150K | 1.8% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $145K | 1.7% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $143K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $129K | 1.5% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $83K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $68K | 0.8% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $42K | 0.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $29K | 0.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $29K | 0.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $25K | 0.3% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
