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 | -$5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FINANCIAL SERVICES GROUP ( | 20-8161914 | — | CONSULTANT | $10K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Balanced | Other securities | — | — | $13.5M | 35.7% | |
| Fidelity Investments Fidelity Contrafund | Other securities | — | — | $6.1M | 16.1% | |
| Fidelity Investments Fidelity 500 Index | Other securities | — | — | $5.7M | 15.1% | |
| Fidelity Investments Fidelity Government MMkt | Other securities | — | — | $2.5M | 6.7% | |
| Fidelity Investments Fidelity Diversified Intl K6 | Other securities | — | — | $1.9M | 4.9% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.5% | |
| Fidelity Investments Fidelity Small Cap Discovery | Other securities | — | — | $1.3M | 3.4% | |
| Dodge & Cox Dodge & Cox Income X | Other securities | — | — | $1.2M | 3.2% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $1.1M | 2.9% | |
| Victory Capital Victory Sycamore Established Value Y | Other securities | — | — | $1.1M | 2.8% | |
| Vanguard Equity-Income Adm | Other securities | — | — | $667K | 1.8% | |
| Cohen & Steers Cohen & Steers Real Estate Securities A | Other securities | — | — | $527K | 1.4% | |
| Fidelity Investments Fidelity Inflation-Prot Bd Index | Other securities | — | — | $476K | 1.3% | |
| Fidelity Investments Fidelity Extended Market Index | Other securities | — | — | $197K | 0.5% | |
| MFS Mid Cap Growth R3 | Other securities | — | — | $144K | 0.4% | |
| Fidelity Investments Fidelity U.S. Bond Index | Other securities | — | — | $143K | 0.4% | |
| Fidelity Investments Fidelity Total International Index | Other securities | — | — | $5K | <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 |
|---|---|---|---|---|---|
| SINGERLEWAK LLP | 95-2307617 | — | ACCOUNTANT/AUDITOR | $41K | — |
