Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL RETIREMENT PARTNERS | 99-0292355 | — | CONSULTANT | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Prime Money Mkt Admiral | Cash / Money Market | — | — | $22.8M | 13.9% | |
| Fidelity 500 Index | Other securities | — | — | $17.4M | 10.7% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $16.2M | 9.9% | |
| Vanguard Target Retrmnt 2025 | Other securities | — | — | $7.3M | 4.5% | |
| Vanguard Target Retrmnt 2030 | Other securities | — | — | $7.3M | 4.4% | |
| Blackrock Eq Dividend I | Other securities | — | — | $6.4M | 3.9% | |
| Vanguard Target Retrmnt 2035 | Other securities | — | — | $5.7M | 3.5% | |
| Vanguard Target Retrmnt 2040 | Other securities | — | — | $5.3M | 3.3% | |
| Vanguard Target Retrmnt 2050 | Other securities | — | — | $4.7M | 2.9% | |
| Vanguard Target Retrmnt 2020 | Other securities | — | — | $4.1M | 2.5% | |
| American Funds American Funds Bd Fund of Amer R6 | Other securities | — | — | $4.0M | 2.5% | |
| Fidelity Mid Cap Index | Other securities | — | — | $3.6M | 2.2% | |
| American Funds Amer Fds cpital World Gr&Inc R5E | Common Stock | — | — | $3.4M | 2.1% | |
| Vanguard Target Retrmnt 2045 | Other securities | — | — | $3.2M | 2.0% | |
| American Funds American Funds EuroPacific Gr R6 | Other securities | — | — | $3.0M | 1.8% | |
| Invesco Small Cap Val Y | Other securities | — | — | $2.8M | 1.7% | |
| Janus Henderson Enterprise T | Other securities | — | — | $2.5M | 1.5% | |
| Allspring Spec Mid Cap Val A | Other securities | — | — | $2.4M | 1.4% | |
| Federated Hermes High Yld Bd IS | Other securities | — | — | $1.9M | 1.1% | |
| Fidelity Inflation-Prot Bd Idx | Other securities | — | — | $1.9M | 1.1% | |
| Loomis Sayles Loomis Sayles Small Cap Gr Instl | Other securities | — | — | $1.7M | 1.1% | |
| Fidelity Small Cap Index | Other securities | — | — | $1.6M | 1.0% | |
| Vanguard Target Retrmnt 2055 | Other securities | — | — | $1.4M | 0.9% | |
| Fidelity Total Intl Index | Other securities | — | — | $1.2M | 0.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.0M | 0.6% | |
| American Funds American Fds Inc Fd of America R6 | Common Stock | — | — | $884K | 0.5% | |
| Vanguard Target Retrmnt Inc | Common Stock | — | — | $844K | 0.5% | |
| Vanguard Target Retrmnt 2060 | Other securities | — | — | $708K | 0.4% | |
| Dimensional DFA Glbl Eq I | Other securities | — | — | $223K | 0.1% | |
| Vanguard Target Retrmnt 2065 Inv | Other securities | — | — | $179K | 0.1% | |
| Dimensional DFA Emerging Mkts I | Other securities | — | — | $75K | <0.1% | |
| Vanguard Cash Reserves Fed MM Adm | Cash / Money Market | — | — | $12K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KKDLY LLC | 99-0292355 | — | AUDITOR | $19K | — |
