Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE ADVISORS | 16-1543527 | BUFFALO, NY | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES SWIENCICKI DDS | 16-1255686 | — | NONE | $98K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Mutual fund | Other securities | — | $353K | $486K | 16.9% | |
| Hartford Balanced Income Mutual fund | Other securities | — | $386K | $368K | 12.8% | |
| Vanguard Wellesley Income Mutual fund | Other securities | — | $389K | $362K | 12.6% | |
| T. Rowe Price Spectrum Conservative Mutual fund | Other securities | — | $365K | $361K | 12.6% | |
| US Treasury Note Maturing September 15, 2025, 3.50% interest | U.S. Treasuries | — | $124K | $124K | 4.3% | |
| US Treasury Note Maturing August 31, 2025, 5% interest | U.S. Treasuries | — | $75K | $75K | 2.6% | |
| US Treasury Note Maturing March 31, 2025, 0.50% interest | U.S. Treasuries | — | $60K | $61K | 2.1% | |
| US Treasury Note Maturing September 30, 2025, 0.25% interest | U.S. Treasuries | — | $57K | $57K | 2.0% | |
| Transportation A Certificate of deposit, maturing October 14, 2025, 4.25% interest | Bonds / Notes | — | $52K | $52K | 1.8% | |
| Wells Fargo Bank Certificate of deposit, maturing May 14, 2025, 5.20% interest | Bonds / Notes | — | $50K | $50K | 1.7% | |
| Santander Bank Certificate of deposit, maturing February 18, 2025, 5.25% interest | Bonds / Notes | — | $50K | $50K | 1.7% | |
| US Treasury Note Maturing December 15, 2025, 4.00% interest | U.S. Treasuries | — | $49K | $49K | 1.7% | |
| Eagle Bank Certificate of deposit, maturing June 25, 2025, 5.35% interest | Bonds / Notes | — | $48K | $48K | 1.7% | |
| ifil lessor or similar lli!tlY rate of interest, collateral, par or maturity date Cost value * Cash equivalents - TD Bank Money market fund | Cash / Money Market | — | $46K | $46K | 1.6% | |
| First National Bank 0 Certificate of deposit, maturing June 6, 2025, 5.30% interest | Bonds / Notes | — | $40K | $40K | 1.4% | |
| Cross River Bank Certificate of deposit, maturing March 06, 2025, 5.35% interest | Bonds / Notes | — | $40K | $40K | 1.4% | |
| Israel Discount Certificate of deposit, maturing February 10, 2025, 5.25% interest | Bonds / Notes | — | $35K | $35K | 1.2% | |
| US Treasury Note Maturing November 15, 2025, 2.25% interest | U.S. Treasuries | — | $34K | $34K | 1.2% | |
| Wells Fargo Bank Certificate of deposit, maturing May 29, 2025, 5.30% interest | Bonds / Notes | — | $25K | $25K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WILLIAM OCHOCINSKI | — | — | EMPLOYEE | $65K | — |
| MICHELLE OCHOCINSKI | — | — | EMPLOYEE | $29K | — |
| SOFTPATH, INC. | 16-1502471 | — | NONE | $18K | — |
| EFPR GROUP, CPAS, PLLC | 47-4526160 | — | NONE | $18K | — |
| RAYMOND MORGAN | — | — | EMPLOYEE | $16K | — |
| FEDERATED PENSION BUREAU | 13-1787563 | — | NONE | $16K | — |
