Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEINER BENEFITS GROUP | 51-0119172 | — | BROKER | $70K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS | 23-2184623 | — | ADMIN | $37K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Financial Corporation Checking Account, Annual Percentage Yield Earned of 2.53% | — | — | $1.8M | $1.8M | 100.0% |
