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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID BLUE CHIP GR K6 Mutual Fund | Other securities | — | — | $22.9M | 18.3% | |
| FID 500 INDEX Mutual Fund | Other securities | — | — | $12.3M | 9.8% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $11.7M | 9.4% | |
| FID FDM IDX 2050 IPR Mutual Fund | Other securities | — | — | $8.2M | 6.5% | |
| FID FDM IDX 2045 IPR Mutual Fund | Other securities | — | — | $7.3M | 5.8% | |
| FID FDM IDX 2030 IPR Mutual Fund | Other securities | — | — | $6.9M | 5.5% | |
| FID FDM IDX 2055 IPR Mutual Fund | Other securities | — | — | $5.6M | 4.5% | |
| FID PURITAN Mutual Fund | Other securities | — | — | $5.5M | 4.4% | |
| FID FDM IDX 2040 IPR Mutual Fund | Other securities | — | — | $3.9M | 3.1% | |
| FID TOTAL BOND Mutual Fund | Other securities | — | — | $3.8M | 3.0% | |
| FID DIVERSFD INTL K6 Mutual Fund | Other securities | — | — | $3.4M | 2.7% | |
| AF AMER MUTUAL R6 Mutual Fund | Other securities | — | — | $3.3M | 2.6% | |
| FID FDM IDX 2035 IPR Mutual Fund | Other securities | — | — | $3.0M | 2.4% | |
| FID FDM IDX 2060 Mutual Fund | Other securities | — | — | $2.8M | 2.2% | |
| FID MID CAP IDX Mutual Fund | Other securities | — | — | $2.6M | 2.0% | |
| FID GOVT MMRK PRM Money Market Account | Cash / Money Market | — | — | $2.5M | 2.0% | |
| FID FDM IDX 2020 IPR Mutual Fund | Other securities | — | — | $2.4M | 1.9% | |
| FID TOTAL INTL IDX Mutual Fund | Other securities | — | — | $2.2M | 1.8% | |
| FID MID CAP GR IDX Mutual Fund | Other securities | — | — | $2.1M | 1.7% | |
| J H ENTERPRISE T Mutual Fund | Other securities | — | — | $1.8M | 1.4% | |
| FID SM CAP GR IDX Mutual Fund | Other securities | — | — | $1.6M | 1.3% | |
| FID SM CAP IDX Mutual Fund | Other securities | — | — | $1.5M | 1.2% | |
| FID FDM IDX 2015 IPR Mutual Fund | Other securities | — | — | $1.3M | 1.1% | |
| DFA EMRG MKT CORE EQ Mutual Fund | Other securities | — | — | $1.2M | 0.9% | |
| FID FDM IDX 2025 IPR Mutual Fund | Other securities | — | — | $1.1M | 0.9% | |
| FID SM CAP VAL IDX Mutual Fund | Other securities | — | — | $964K | 0.8% | |
| FID FDM IDX 2065 IPR Mutual Fund | Other securities | — | — | $768K | 0.6% | |
| VG TL INTL BD IDX AD Mutual Fund | Other securities | — | — | $577K | 0.5% | |
| 6% interest, secured by vested balance, * Participant Loans maturing through December 2029 -0- | Bonds / Notes | — | — | $564K | 0.5% | |
| FID REAL ESTATE IDX Mutual Fund | Other securities | — | — | $560K | 0.4% | |
| FID ST BOND IDX Mutual Fund | U.S. Treasuries | — | — | $343K | 0.3% | |
| PIM REAL RETURN INST Mutual Fund | Other securities | — | — | $319K | 0.3% | |
| FID INFL PR BD IDX Mutual Fund | Other securities | — | — | $215K | 0.2% | |
| FID FDM IDX INC IPR Mutual Fund | Common Stock | — | — | $60K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | Other securities | — | — | $13K | <0.1% | |
| FID FDM IDX 2070 IPR Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
