Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STARKWEATHER & SHEPLEY CORP OF MA | 05-0222531 | — | INSURANCE BROKER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEASE BELL CPAS, LLC | 36-4267431 | — | ACCOUNTANT/AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GROUP ANNUITY CONTRACT Talcott Resolution Life Insurance Company Group annuity contract - | — | — | — | $3.0M | 57.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered investment company | — | — | $1.2M | $1.1M | 21.2% | |
| S Vanguard 500 Index Fund Admiral Shares Registered investment company |
| Indirect comp |
|---|
| TITO ANTONELLI | 20-2366635 | — | RETIREE | $16K | — |
| MARK DELONG | 20-2366635 | — | RETIREE | $10K | — |
| ROBERT IZO | 20-2366635 | — | RETIREE | $10K | — |
| BENEFITS ADMINISTRATIVE SERVICES CO | 34-1627054 | — | ADMINISTRATION | $10K | — |
Mutual Funds |
| — |
| $151K |
| $380K |
| 7.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Registered investment company | — | — | $184K | $376K | 7.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered investment company | — | — | $87K | $152K | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Registered investment company | — | — | $82K | $146K | 2.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Registered investment company | — | — | $51K | $60K | 1.2% |
