Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRYAN C. MCCARTHY | 20-3244794 | — | TRUSTEE | $18K | — |
| DAVID J. MAHONEY | 20-3244794 | — | TRUSTEE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Short-Term Investment Grade Admiral | Other securities | — | $1.4M | $1.4M | 28.2% | |
| Vanguard Treasury Money Market Fund MMA Demand Var | Cash / Money Market | — | $620K | $620K | 12.2% | |
| Empower Annuity Insurance Company | Other securities | — | $566K | $566K | 11.1% | |
| Vanguard Intermediate-Term Investment Grade Admiral | Other securities | — | $554K | $529K | 10.4% | |
| Bank of America MMA Demand Var % | Other securities | — | $405K | $405K | 8.0% | |
| Vanguard Total Stock Market Index Fund Admiral | Other securities | — | $56K | $397K | 7.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $18K |
| — |
| ANDREW FAIR | 20-3244794 | — | TRUSTEE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERNATIONAL BENEFITS ADMIN. | 11-3293162 | — | NONE | $960K | — |
| PAYER MATRIX LLC | 81-3946362 | — | NONE | $290K | — |
| CLAUDIA MARQUEZ | 20-3244794 | — | EMPLOYEE | $94K | — |
| PATRICK MCCABE | 20-3244794 | — | EMPLOYEE | $77K | — |
| JACKI MITCHELL | 20-3244794 | — | EMPLOYEE | $50K | — |
| MCCARTHY & PREECE, PLLC | 01-0727299 | — | NONE | $48K | — |
| COMPREHENSIVE HEALTHCARE SYSTEMS | 47-4496373 | — | NONE | $45K | — |
| MARCIA SALOMON | 20-3244794 | — | EMPLOYEE | $44K | — |
| CATHY VASILE | 20-3244794 | — | EMPLOYEE | $32K | — |
| ANGELA MCCABE | 20-3244794 | — | EMPLOYEE | $31K | — |
| JACQUELINE ELSNER | 20-3244794 | — | EMPLOYEE | $29K | — |
| WEAVER & TIDWELL, LLP | 75-0786316 | — | NONE | $25K | — |
| BANK OF AMERICA | 59-0906609 | — | NONE | $18K | — |
| SUMMIT ACTUARIAL SERVICES, INC. | 20-3838633 | — | NONE | $15K | — |
| QUAN-VEST CONSULTING, INC. | 11-2559669 | — | NONE | $8K | — |
| D.D. SERVICES, INC. | 11-2705347 | — | NONE | $7K | — |
| LAWRENCE FISCHER, PC | 13-4920330 | — | NONE | $6K | — |
