Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | PORTLAND, OR | RECORDKEEPER | $26K | — |
| OSBORNE & ASSOCIATES INC. | 77-0573145 | MODESTO, CA | RECORDKEEPER | $701 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.5M | 77.7% |
| Standard Insurance Company Schwab Total Stock Mkt Index | — | — | — | $835K | 43.4% |
| Standard Insurance Company Vanguard Total Bond Market | — | — | — | $379K | 19.7% |
| Standard Insurance Company Fidelity International Index | — | — | — | $254K | 13.2% |
| Standard Insurance Company Standard Stable Asset D | — | — | — | $218K | 11.3% |
| Standard Insurance Company Vanguard Emerging Market | — | — | — | $30K | 1.5% |
| 11c 11b 11aPart enterenterEnter Is If | — | — | — | $3K | 0.1% |
| benefit CFR the to 2520.101-2.) plan | — | — | — | $3K | 0.1% |
