Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POWER KUNKLE GROUP, INC. | — | WYOMISSING, PA | BROKER | $57K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK | 23-1294723 | — | ADMIN | $19K | — |
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $12K |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Cash * UMB Bank and Trust Interest-bearing cash | — | — | $927K | $927K | 100.0% |
| — |
