Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISOR LLC | 36-4001764 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANCO POPULAR DE PUERTO RICO | 66-0561870 | — | TRUSTEE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long-Term Bond Index Fund; Admiral Registered investment company | Other securities | — | $4.0M | $2.8M | 31.7% | |
| Blackrock Low Duration Bond Portfolio; K Registered investment company | Other securities | — | $2.4M | $2.3M | 25.9% | |
| Vanguard Intermediate-Term Bond Index Fund; Admiral Registered investment company | Other securities | — | $2.6M | $2.2M | 25.3% | |
| American Funds Europacific Growth Fund; R6 Registered investment company | Other securities | — | $493K | $521K | 5.9% | |
| Vanguard Growth Index Fund - Admiral Shares Registered investment company | Other securities | — | $213K | $291K | 3.3% | |
| Vanguard Value Index Fund; Admiral Registered investment company | Other securities | — | $147K | $275K | 3.1% | |
| Vanguard Small-Cap Index Fund; Admiral Registered investment company | Other securities | — | $93K | $190K | 2.2% | |
| Banco Popular Time Deposit Open Account Cash; rate of interest - 3.784% | Cash / Money Market | — | $145K | $145K | 1.6% | |
| Cohen & Steers Real Estate Securities Fund; A Registered investment company | Other securities | — | $88K | $87K | 1.0% | |
| Federated Government Obligations Fund Registered investment company | Other securities | — | $9K | $9K | 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 |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $23K | — |
