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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTICO WEALTH ADVISORS, LLC | 27-1799818 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $528K | 16.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $477K | 14.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $457K | 13.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $397K | 12.0% | |
| DIMENSIONAL GLOBAL EQTY - INST 22 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $374K | 11.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $259K | 7.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $233K | 7.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $181K | 5.5% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $150K | 4.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $67K | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $41K | 1.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $27K | 0.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $25K | 0.8% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $15K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $11K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $9K | 0.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM 43 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX | Registered Investment Companies | — | — | $8K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $3K | <0.1% | |
| DODGE & COX INCOME FUND X 44 REGISTERED INVESTMENT COMPANY VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACTIVE BUSINESS SOLUTIONS INC | 94-3311770 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
