Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $59K | — |
| SHEPHERD KAPLAN LLC | 83-0368447 | — | NONE | $52K | — |
| MORIARTY & PRIMACK, P.C. | 04-3191789 | — | NONE | $32K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $9K | — |
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 Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | $8.8M | $8.7M | 59.6% | |
| Ishares TR MSCI ACWI ETF | Other securities | — | $2.7M | $3.0M | 20.6% | |
| Vanguard Long Term Corporate Bond Index Fund | Common Collective Trusts | — | $1.1M | $1.0M | 7.2% | |
| Registered Investment Companies * Fidelity Long Term Treasury Bond Index Fund | U.S. Treasuries | — | $1.1M | $1.0M | 7.1% | |
| SEPARATE ACCOUNT 174 AETNA LIFE INSURANCE COMPANY · EIN 06-6033492 / PN 012 | Pooled Separate Account | — | $97K | $97K | 0.7% | |
| Cash Equivalents * Fidelity Investments Cash Reserves | Mutual Funds | — | $56K | $56K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
