Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX | 33-0441200 | — | NONE | $1.5M | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $106K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $35K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $25K | — |
| AMERICAN HEALTH HOLDINGS, INC. | 31-1368946 | — | NONE | $23K | — |
| BASYS | 52-1796473 | — | NONE | $21K | — |
| US REAL ESTATE INVESTMENT FUND | 11-3786306 | — | NONE | $18K | — |
| JP MORGAN | 13-3200244 | — | NONE | $16K | — |
| HEALTHLINX, LLC | — | DRAPER, UT | NONE | $9K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $8K | — |
| NIXON PEABODY, LLP | 16-0764720 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP MORGAN SHORT DURATION BOND FUND RIC N/A | Other securities | — | $2.7M | $2.7M | 18.1% | |
| JP MORGAN HIGH YIELD FUND RIC N/A | Other securities | — | $2.6M | $2.7M | 17.7% | |
| JP MORGAN EXCHANGE TRADED FUND GLOBAL RIC N/A | Other securities | — | $1.8M | $2.0M | 13.4% | |
| JP MORGAN EXCHANGE TRADED FUND RIC N/A | Other securities | — | $2.0M | $1.9M | 12.8% | |
| Registered investment companies JP MORGAN CORE BOND FUND RIC N/A | Other securities | — | $1.5M | $1.5M | 9.9% | |
| JP MORGAN INCOME FUND RIC N/A | Other securities | — | $1.4M | $1.4M | 9.2% | |
| Limited partnerships U.S. REAL ESTATE INVESTMENT FUND, LLC LP N/A | Other securities | — | $1.7M | $1.3M | 8.5% | |
| Temporary investments GOLDMAN SACHS FINANCIAL SQUARE FUNDS ST N/A | Other securities | — | $53K | $53K | 0.4% | |
| CREDIT SUISSE FLOATING RATE HIGH INCOME FUND RIC N/A | Bonds / Notes | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
