Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund Mutual Fund $ - | Other securities | — | — | $8.0M | 16.4% | |
| Fidelity 500 Index Mutual Fund - | Other securities | — | — | $5.4M | 10.9% | |
| Fidelity OTC Portfolio K Mutual Fund - | Other securities | — | — | $5.0M | 10.2% | |
| Fidelity Freedom 2035 K Mutual Fund - | Other securities | — | — | $2.9M | 6.0% | |
| Fidelity Freedom 2040 K Mutual Fund - | Other securities | — | — | $2.5M | 5.0% | |
| Various Self-Directed Brokerage Accounts - | Other securities | — | — | $2.4M | 5.0% | |
| Fidelity Balanced Fund K Mutual Fund - | Other securities | — | — | $2.4M | 4.8% | |
| Fidelity Freedom 2030 K Mutual Fund - | Other securities | — | — | $1.9M | 3.8% | |
| Fidelity Diversified International K Mutual Fund - | Other securities | — | — | $1.5M | 3.0% | |
| Vanguard Mid Cap Value Idx Adm Mutual Fund - | Other securities | — | — | $1.4M | 2.9% | |
| Fidelity Freedom 2055 K Mutual Fund - | Other securities | — | — | $1.4M | 2.9% | |
| Fidelity Freedom 2050 K Mutual Fund - | Other securities | — | — | $1.4M | 2.8% | |
| Fidelity Freedom 2045 K Mutual Fund - | Other securities | — | — | $1.3M | 2.7% | |
| Fidelity Freedom 2025 K Mutual Fund - | Other securities | — | — | $1.2M | 2.5% | |
| Fidelity Ret Gov't Money Market Money Market Fund - | Cash / Money Market | — | — | $1.2M | 2.4% | |
| Fidelity Freedom 2020 K Mutual Fund - | Other securities | — | — | $1.1M | 2.2% | |
| Fidelity Freedom 2060 K Mutual Fund - | Other securities | — | — | $1.1M | 2.2% | |
| Fidelity Low Priced Stock K Mutual Fund - | Other securities | — | — | $980K | 2.0% | |
| Fidelity Mid-Cap Stock K Mutual Fund - | Other securities | — | — | $889K | 1.8% | |
| ABF Large Cap Val R5 Mutual Fund - | Other securities | — | — | $569K | 1.2% | |
| EV INC FND BOSTON R6 Mutual Fund - | Common Stock | — | — | $480K | 1.0% | |
| Fidelity Ext Mkt Index Mutual Fund - | Other securities | — | — | $455K | 0.9% | |
| Participant Loans Interest rates at 4.5% - | Bonds / Notes | — | — | $389K | 0.8% | |
| GQG Partners Emerging Markets Equity R6 Mutual Fund - | Other securities | — | — | $300K | 0.6% | |
| AB Small CapGrowth Fnd I Mutual Fund - | Other securities | — | — | $290K | 0.6% | |
| Vanguard Small Cap Value Idx Adm Mutual Fund - | Other securities | — | — | $271K | 0.6% | |
| MFS Mid Cap Growth Fd Class R6 Mutual Fund - | Other securities | — | — | $244K | 0.5% | |
| AC Large Cap Equity Inv Mutual Fund - | Other securities | — | — | $214K | 0.4% | |
| Fidelity Freedom 2015 K Mutual Fund - | Other securities | — | — | $191K | 0.4% | |
| Fidelity Freedom 2065 K Mutual Fund - | Other securities | — | — | $149K | 0.3% | |
| Fidelity Infl Pr BD Index Mutual Fund - | Other securities | — | — | $72K | 0.1% | |
| Cohen & Steers Realty Shares Fnd I Mutual Fund - | Other securities | — | — | $71K | 0.1% | |
| Fidelity Freedom 2010 K Mutual Fund - | Other securities | — | — | $21K | <0.1% | |
| Fidelity Freedom Income K Mutual Fund - | Other securities | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
