Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY ADVISORS | — | HUDSON, NY | NONE | $33K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 35-2552359 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund; Admiral 597.507 Shares | Other securities | — | $129K | $324K | 25.4% | |
| PIMCO Long Duration Total Return Fund; Institutional 29,702.9480 Shares | Other securities | — | $44K | $207K | 16.2% | |
| Vanguard Extended Market Index Fund; Admiral 1,383.255 Shares | Other securities | — | $128K | $199K | 15.6% | |
| Vanguard Devel Markets Index Admiral 11,795.591 Shares | Other securities | — | $167K | $181K | 14.2% | |
| Loomis Sayles Investment Grade Bond Fund; Class Y 7,334.6070 Shares | Other securities | — | $121K | $71K | 5.6% | |
| Vanguard Real Estate Index Fund; Admiral 423.884 Shares | Other securities | — | $46K | $54K | 4.2% | |
| S * Vanguard Emerging Markets Stock Index Fund; Admiral 1,377.010 Shares | Mutual Funds | — | $46K | $51K | 4.0% | |
| PIMCO Global Bond Oppty Fund; Institutional 4,017.4920 Shares | Other securities | — | $84K | $38K | 3.0% | |
| Thornburg Limited Term Income Fund; Class I 2,244.9260 Shares | Other securities | — | $46K | $29K | 2.3% | |
| INTEREST BEARING CASH * Vanguard Federal Money Market 4.41% | Cash / Money Market | — | $21K | $21K | 1.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 30-0192194 |
| — |
| NONE |
| $28K |
| — |
| HOLM & O'HARA, LLP | 13-3591118 | — | NONE | $18K | — |
| DERMODY, BURKE & BROWN, CPAS, LLC | 01-0723685 | — | NONE | $15K | — |
