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 | BOSTON, MA | RECORDKEEPER | $275 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $8K | — |
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 FID 500 INDEX | Other securities | — | — | $2.8M | 11.2% | |
| FIDELITY INVESTMENTS FID SEL TECHNOLOGY | Other securities | — | — | $2.7M | 10.8% | |
| FIDELITY INVESTMENTS FID GOVT MMKT K6 | Other securities | — | — | $2.0M | 7.9% | |
| FIDELITY INVESTMENTS FID FREEDOM 2025 K | Other securities | — | — | $1.7M | 6.9% | |
| FIDELITY INVESTMENTS FIDELITY FINANCIALS | Other securities | — | — | $1.7M | 6.7% | |
| FIDELITY INVESTMENTS FID BALANCED K6 | Other securities | — | — | $1.6M | 6.4% | |
| FIDELITY INVESTMENTS FID CAP APPREC K | Other securities | — | — | $1.3M | 5.1% | |
| FIDELITY INVESTMENTS FID FREEDOM 2035 K | Other securities | — | — | $1.2M | 4.8% | |
| FIDELITY INVESTMENTS FID TOTAL BOND | Other securities | — | — | $981K | 3.9% | |
| FIDELITY INVESTMENTS FID SEL HEALTHCARE | Other securities | — | — | $919K | 3.6% | |
| FIDELITY INVESTMENTS FID FREEDOM 2030 K | Other securities | — | — | $882K | 3.5% | |
| FIDELITY INVESTMENTS FID SEL CONS DISCR | Other securities | — | — | $806K | 3.2% | |
| FIDELITY INVESTMENTS FID SEL INDUSTRIALS | Other securities | — | — | $488K | 1.9% | |
| FIDELITY INVESTMENTS ABF LG CAP VAL R5 | Other securities | — | — | $466K | 1.8% | |
| FIDELITY INVESTMENTS TRP DIV GROWTH | Other securities | — | — | $450K | 1.8% | |
| FIDELITY INVESTMENTS FID SEL UTILITIES | Other securities | — | — | $434K | 1.7% | |
| FIDELITY INVESTMENTS FID INTL INDEX | Other securities | — | — | $425K | 1.7% | |
| FIDELITY INVESTMENTS FID FREEDOM 2050 K | Other securities | — | — | $401K | 1.6% | |
| FIDELITY INVESTMENTS FID STRATEGIC INCOME | Other securities | — | — | $394K | 1.6% | |
| FIDELITY INVESTMENTS AS SPL MID CP VAL R6 | Other securities | — | — | $384K | 1.5% | |
| FIDELITY INVESTMENTS FID INTL DISCOVERY K | Other securities | — | — | $350K | 1.4% | |
| FIDELITY INVESTMENTS FID FREEDOM 2045 K | Other securities | — | — | $322K | 1.3% | |
| FIDELITY INVESTMENTS LOOMIS SM CP GRTH R | Other securities | — | — | $320K | 1.3% | |
| FIDELITY INVESTMENTS FID NATURAL RES | Other securities | — | — | $301K | 1.2% | |
| FIDELITY INVESTMENTS MIP CL 1 | Other securities | — | — | $290K | 1.1% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $290K | 1.1% | |
| FIDELITY INVESTMENTS FID FREEDOM 2020 K | Other securities | — | — | $262K | 1.0% | |
| FIDELITY INVESTMENTS FID FREEDOM 2040 K | Other securities | — | — | $228K | 0.9% | |
| FIDELITY INVESTMENTS FID REAL ESTATE INVS | Other securities | — | — | $188K | 0.7% | |
| FIDELITY INVESTMENTS MFS MID CAP GRTH R6 | Other securities | — | — | $172K | 0.7% | |
| FIDELITY INVESTMENTS AS SPL SM CP VAL ADM | Other securities | — | — | $133K | 0.5% | |
| FIDELITY INVESTMENTS FID FREEDOM 2015 K | Other securities | — | — | $133K | 0.5% | |
| FIDELITY INVESTMENTS JPM US SMALL CO A | Common Stock | — | — | $117K | 0.5% | |
| FIDELITY INVESTMENTS FID FREEDOM 2055 K | Other securities | — | — | $109K | 0.4% | |
| FIDELITY INVESTMENTS FID FREEDOM 2010 K | Other securities | — | — | $59K | 0.2% | |
| FIDELITY INVESTMENTS FID INTL SM CAP OPP | Other securities | — | — | $56K | 0.2% | |
| FIDELITY INVESTMENTS FID FREEDOM 2060 K | Other securities | — | — | $34K | 0.1% | |
| FIDELITY INVESTMENTS FID FREEDOM INC K | Common Stock | — | — | $19K | <0.1% | |
| FIDELITY INVESTMENTS FID FREEDOM 2065 K | Other securities | — | — | $8K | <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 |
|---|---|---|---|---|---|
| ALLIED CONSULTANTS, INC | 95-4171622 | CHINO HILLS, CA | PLAN ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K A L L ACCOUNTANCY | 83-2920367 | WEST COVINA, CA | ACCOUNTANT/AU DITOR | $3K | — |
