Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BMO HARRIS BANK NA | 36-2085229 | MILWAUKEE, WI | TRUSTEE | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long Term Investment-Grade Admiral Shares Mutual fund | Mutual Funds | — | $3.7M | $2.8M | 28.9% | |
| Natixis Loomis Sayles Investment Mutual fund | Other securities | — | $3.2M | $2.8M | 28.8% | |
| Vanguard Total Stock Market Index Fund Mutual fund | Common Collective Trusts | — | $1.6M | $2.4M | 24.8% | |
| American EuroPacific Growth Fund Class R6 Mutual fund | Other securities | — | $1.3M | $1.1M | 11.6% | |
| Blackrock Systematic Multi-Strategy Fund Institutional Shares Mutual fund | Other securities | — | $396K | $375K | 3.9% | |
| GS Fin Sq Gov #466 Money market fund | Cash / Money Market | — | $182K | $182K | 1.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT GROUP CPAS, PLLC | 45-4771752 | — | ACCOUNTANT / AUDITOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | — | CLEVELAND, OH | ACTUARY | $28K | — |
