Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI TRUST | — | OAKS, PA | INVEST MANAGER/TRUSTEE | $369K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEI Large Cap Index Fund (LCIAX) Equity Mutual Funds | Other securities | — | — | $27.5M | 27.9% | |
| SEI Core Fixed Income Fund (SCOAX) Fixed Income Mutual Funds | Other securities | — | $24.6M | $22.1M | 22.4% | |
| State Street Global All Cap Equity ex-US Index Fund (SSGLX) Equity Mutual Funds | Other securities | — | $16.5M | $16.8M | 17.0% | |
| SEI High Yield Bond Fund (SGYAX) Fixed Income Mutual Funds | Other securities | — | $8.3M | $7.1M | 7.2% | |
| SEI Extended Market Index Fund (SMXAX) Equity Mutual Funds | Other securities | — | $5.0M | $5.8M | 5.9% | |
| SEI Vista Fund, LTD Private Equity Fund | Common Stock | — | $4.6M | $5.7M | 5.8% | |
| SEI Emerging Markets Debt Fund (SEDAX) Fixed Income Mutual Funds | Other securities | — | $4.8M | $4.0M | 4.1% | |
| SEI Global Private Assets IV, LP Limited Partnership | Other securities | — | $1.8M | $3.8M | 3.8% | |
| SEI Global Private Assets V, LP Limited Partnership | Other securities | — | $2.6M | $3.0M | 3.1% | |
| SEI Core Property Fund LP Limited Partnership | Other securities | — | $1.9M | $2.6M | 2.7% |
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 |
|---|---|---|---|---|---|
| AON PLC | 36-2235791 | — | ACTUARY CONSULTING | $152K | — |
