Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULLER BOHLIN ASSOCIATES, INC | — | LINDEN, NJ | NONE | $66K | — |
| CHARLES BEELITZ | 22-1976682 | — | NONE | $42K | — |
| JAMES W. BURKE | 22-1976682 | — | NONE | $35K | — |
| UBS FINANCIAL SERVICES INC | — | PRINCETON, NJ | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| UBS Select Treasury 4.46% | Bonds / Notes | — | $466K | $466K | 12.1% | |
| Costco Wholesale Corp | Common Stock | — | $242K | $367K | 9.5% | |
| Clearbridge Dividend | Other securities | — | $163K | $163K | 4.2% | |
| I-Shares Russell 2000 ETF | Other securities | — | $143K | $144K | 3.7% | |
| JP Morgan Chase & Co | Common Stock | — | $90K | $120K | 3.1% | |
| SPDR S&P 500 ETF | Other securities | — | $115K | $117K | 3.0% | |
| Home Depot Inc | Common Stock | — | $100K | $117K | 3.0% | |
| Chubb LTD CHF | Common Stock | — | $105K | $111K | 2.9% | |
| The Cigna Group | Common Stock | — | $99K | $110K | 2.9% | |
| Exxon Mobil Corp | Common Stock | — | $100K | $108K | 2.8% | |
| Travelers Cos Inc | Common Stock | — | $75K | $96K | 2.5% | |
| Columbia Select Mid Cap | Other securities | — | $91K | $92K | 2.4% | |
| Arista Networks Inc | Common Stock | — | $53K | $88K | 2.3% | |
| Energy Select Sector SPDR Fund | Other securities | — | $85K | $86K | 2.2% | |
| Macquarie Mid Cap | Other securities | — | $90K | $84K | 2.2% | |
| Macquarie Small Cap | Other securities | — | $81K | $83K | 2.2% | |
| Industrial Select Sector SPDR | Other securities | — | $74K | $79K | 2.1% | |
| HCA Healthcare Inc | Common Stock | — | $89K | $75K | 2.0% | |
| Merck & Co Inc COM | Common Stock | — | $69K | $60K | 1.6% | |
| Elevance Health Inc | Common Stock | — | $43K | $55K | 1.4% | |
| Clearbridge | Other securities | — | $42K | $42K | 1.1% | |
| Conoco Phillips | Other securities | — | $43K | $40K | 1.0% | |
| I-Shares Biotechnology ETF | Other securities | — | $41K | $40K | 1.0% | |
| Iovance Biotherapeutics Inc | Common Stock | — | $49K | $30K | 0.8% | |
| OTIS Worldwide Corp | Common Stock | — | $23K | $28K | 0.7% | |
| Carrier Global Corp | Common Stock | — | $14K | $27K | 0.7% | |
| Kimberly Clark Corp | Common Stock | — | $18K | $20K | 0.5% | |
| JP Morgan Mid Cap Value | Other securities | — | $15K | $13K | 0.3% | |
| UBS Insured Sweep Program 0.03% | Bonds / Notes | — | $6K | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| DTM CONSULTING, LLC |
| — |
| MONTVALE, NJ |
| NONE |
| $12K |
| — |
