Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAEL AND LETSON | 94-1701048 | PASADENA, CA | NONE | $48K | — |
| IRONWORKERS EMPLOYEES BENEFIT CORP | 95-3084599 | PASADENA, CA | NONE | $39K | — |
| MC MENOMY & ASSOCIATES CPAS LLP | 46-1559312 | UPLAND, CA | NONE | $17K | — |
| STRATEGIC CAPITAL INVEST ADVISORS | 36-4268991 | LOMBARD, IL | NONE | $16K | — |
| IRON MOUNTAIN | 23-2588479 | ROYERSFORD, PA | NONE | $15K | — |
| KRAW LAW GROUP |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Baird Funds Baird Intermediate Bond Fund 123,803.941 shares | — | — | $1.3M | $1.3M | 36.1% | |
| Short-term Investment Fund Principal Custody Allspring Government Money Market Fund interest at variable rates | — | — | $640K | $640K | 17.9% | |
| Vanguard Funds Vanguard Short Term Investment Grade #539 52,812.565 shares |
| 77-0171216 |
| MOUNTAIN VIEW, CA |
| NONE |
| $10K |
| — |
| WELLS FARGO BANK | 94-1347393 | MINNEAPOLIS, MN | NONE | $6K | — |
| — |
| — |
| $544K |
| $551K |
| 15.4% |
| Vanguard Funds Vanguard Total Stock Market Index Adm 3,153.954 shares | Mutual Funds | — | $276K | $477K | 13.3% |
