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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH COMPANY | Mutual Funds | 127,832.899 | $3.2M | $5.2M | 16.4% | |
| FID 500 INDEX | Common Collective Trusts | 19,180.725 | $2.5M | $3.9M | 12.5% | |
| FID GOVT MMKT | Mutual Funds | 2,723,718.23 | $2.7M | $2.7M | 8.7% | |
| FID FREEDOM 2025 K | Mutual Funds | 139,937.058 | $1.9M | $1.9M | 6.1% | |
| FID FREEDOM 2030 K | Mutual Funds | 98,876.312 | $1.7M | $1.7M | 5.5% | |
| FID PURITAN | Mutual Funds | 57,576.597 | $1.3M | $1.4M | 4.6% | |
| FID FREEDOM 2035 K | Mutual Funds | 88,789.598 | $1.3M | $1.4M | 4.4% | |
| FID FREEDOM 2040 K | Mutual Funds | 110,578.024 | $1.2M | $1.3M | 4.1% | |
| FID FREEDOM 2020 K | Mutual Funds | 78,392.866 | $1.2M | $1.1M | 3.6% | |
| FID OTC PORTFOLIO | Mutual Funds | 51,199.991 | $610K | $1.1M | 3.5% | |
| FID FREEDOM 2045 K | Mutual Funds | 67,000.897 | $812K | $903K | 2.9% | |
| FID FREEDOM 2055 K | Mutual Funds | 56,289.551 | $801K | $890K | 2.8% | |
| FID FREEDOM 2050 K | Mutual Funds | 64,798.165 | $796K | $884K | 2.8% | |
| FID INTL INDEX | Mutual Funds | 16,723.488 | $739K | $795K | 2.5% | |
| FIDELITY GOVT INCOME | Mutual Funds | 83,820.181 | $838K | $754K | 2.4% | |
| FID US BOND IDX | Common Collective Trusts | 63,564.254 | $666K | $650K | 2.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $582K | 1.9% | |
| EATON LG CAP VALUE A | Other securities | 20,016.361 | $408K | $508K | 1.6% | |
| FID FREEDOM 2015 K | Mutual Funds | 34,677.168 | $407K | $395K | 1.3% | |
| FID FREEDOM 2060 K | Mutual Funds | 26,553.358 | $346K | $385K | 1.2% | |
| FID DIVERSIFD INTL | Mutual Funds | 9,024.98 | $354K | $380K | 1.2% | |
| PIMCO TOT RETURN ADM | Mutual Funds | 42,976.12 | $385K | $364K | 1.2% | |
| FID GROWTH STRAT | Mutual Funds | 4,610.241 | $227K | $306K | 1.0% | |
| ABF LG CAP VAL INV | Other securities | 13,376.848 | $306K | $301K | 1.0% | |
| MFS MID CAP GRTH R3 | Mutual Funds | 10,382.261 | $236K | $293K | 0.9% | |
| FID LOW PRICED STK | Mutual Funds | 7,186.27 | $330K | $293K | 0.9% | |
| FID FREEDOM 2065 K | Mutual Funds | 11,797.551 | $143K | $156K | 0.5% | |
| GLENMEDE SMCP EQ ADV | Other securities | 3,517.525 | $111K | $115K | 0.4% | |
| FID FREEDOM INC K | Mutual Funds | 4,426.49 | $48K | $47K | 0.1% | |
| FID FREEDOM 2010 K | Mutual Funds | 428.28 | $6K | $6K | <0.1% | |
| FID FREEDOM 2070 K | Mutual Funds | 219.846 | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
