Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHEN, WEISS AND SIMON LLP | 13-1592323 | — | SERVICES RELATED PLANS | $31K | — |
| WEAVER AND TIDWELL LLP | 75-0786316 | — | SERVICES RELATED PLANS | $27K | — |
| MEGHAN BRODOWSKI | 13-1931288 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond Index Fund Mutual fund | Other securities | — | $1.8M | $1.8M | 40.5% | |
| Schwab S&P 500 Index Fund Mutual fund | Other securities | — | $667K | $847K | 19.5% | |
| Vanguard Short-Term Government Bond Index Fund Mutual fund | U.S. Treasuries | — | $326K | $326K | 7.5% | |
| Schwab US Mid-Cap Index Fund Mutual fund | Other securities | — | $141K | $166K | 3.8% | |
| Schwab Small Cap Index Fund Mutual fund | Other securities | — | $139K | $163K | 3.8% | |
| Wilmington US Treasury MMKT CL Slct Money market | U.S. Treasuries | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SERVICES RELATED PLANS |
| $14K |
| — |
| KRISTI FENNELL | 13-1931288 | — | SERVICES RELATED PLANS | $14K | — |
| SEGAL COMPANY | 13-1835864 | — | SERVICES RELATED PLANS | $14K | — |
| MARYANN GUARRACI | 13-1931288 | — | SERVICES RELATED PLANS | $7K | — |
| PO CHIU | 13-1931288 | — | SERVICES RELATED PLANS | $6K | — |
| ROBIN LANDINO | 13-1931288 | — | SERVICES RELATED PLANS | $5K | — |
| DIANE WEBER | 13-1931288 | — | SERVICES RELATED PLANS | $5K | — |
| INVESTMENT CONSULTING SERVICES, LLP | 32-0016703 | — | SERVICES RELATED PLAN | $5K | — |
