Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 13-4008324 | — | NONE | $41K | — |
| ANDERSON TAX LLC | 26-1437743 | — | NONE | $7K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Hermes | — | — | $247K | $247K | 59.3% | |
| U.S. Treasury | — | — | $25K | $25K | 6.0% | |
| U.S. Treasury | — | — | $25K | $25K | 6.0% | |
| U.S. Treasury | — | — | $24K | $25K | 6.0% | |
| U.S. Treasury |
| — |
| — |
| $24K |
| $25K |
| 6.0% |
