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 | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQ INDEX R WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.6M | 14.6% | |
| AMC ONE CHOICE 2030 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.4M | 13.2% | |
| AMC ONE CHOICE 2040 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.2M | 11.0% | |
| AMC OC INC RET TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $911K | 8.5% | |
| AMC ONE CHOICE 2025 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $797K | 7.4% | |
| AMC ONE CHOICE 2045 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $790K | 7.4% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $625K | 5.8% | |
| AMC ONE CHOICE 2050 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $581K | 5.4% | |
| AMC ONE CHOICE 2055 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $361K | 3.4% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $333K | 3.1% | |
| AMC ONE CHOICE 2035 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $320K | 3.0% | |
| BLACKROCK EAFE EQ IDX R WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $267K | 2.5% | |
| BLACKROCK MID CAP EQ IDX R WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $256K | 2.4% | |
| BLACKROCK RUSSELL 2000 IDX R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $207K | 1.9% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $165K | 1.5% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $163K | 1.5% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $137K | 1.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $125K | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $101K | 0.9% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $89K | 0.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $48K | 0.4% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $29K | 0.3% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $21K | 0.2% | |
| AMC ONE CHOICE 2060 TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11K | 0.1% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $53K |
| — |
