Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARATZ & ASSOCIATES, P.A. | — | MARLTON, NJ | AUDITOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHEN, LEDER, MONTALBANO & CONNAUGH | — | ELMWOOD, NJ | LEGAL | $30K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|---|---|---|
| American Funds Amer Balanced R2 | — | — | — | $13.5M | 55.9% | |
| American Funds Growth Fund of Amer R2 | — | — | — | $2.5M | 10.5% |
| Indirect comp |
|---|
| NWPS | — | TOWSON, MD | N/A | $143K | — |
| IBEW LOCAL UNION 94 | — | EAST WINDSOR, NJ | UNION | $8K | — |
| American Funds Wash Mutual Inv R2 | — | — | — | $2.5M | 10.4% |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.5% |
| American Funds New Perspective R2 | — | — | — | $1.2M | 5.1% |
| American Funds Inter Bond Fnd R2 | — | — | — | $1.2M | 5.1% |
| Columbia Acorn Fund A | — | — | — | $1.2M | 4.8% |
| UBS Select Treasury Insitutional Fund | — | — | — | $100K | 0.4% |
| Interest Bearing Cash | — | — | $10K | $10K | <0.1% |
