Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | — | INDEPENDENCE, OH | FIDUCIARY INVEST. ADVISOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WAGNER LAW GROUP | 04-3323315 | SAN DIEGO, CA | NONE | $47K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF | Other securities | — | $2.7M | $2.6M | 33.7% | |
| Vanguard Growth ETF | Other securities | — | $955K | $1.4M | 18.1% | |
| Vanguard FTSE All-World ex-US ETF | Other securities | — | $1.3M | $1.4M | 17.5% | |
| Vanguard Mid-Cap ETF | Other securities | — | $286K | $333K | 4.3% | |
| Charles Schwab Treasury Obligations Money Fund | Other securities | — | $155K | $155K | 2.0% | |
| iShares IBOXX High Yield | Other securities | — | $145K | $145K | 1.9% | |
| Vanguard Intermediate-Term Corporate Bond Fund ETF | Other securities | — | $139K | $141K | 1.8% | |
| Charles Schwab Deposit account | Other securities | — | $117K | $117K | 1.5% | |
| Vanguard Small-Cap ETF | Other securities | — | $95K | $113K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CW BREITSMAN ASSOCIATES, LLC | 20-0064784 | PITTSBURGH, PA | NONE | $37K | — |
| GROSSMAN YANAK & FORD LLP | 25-1638525 | PITTSBURGH, PA | NONE | $18K | — |
| ACRISURE MID-ATL. PART. INS. SERV. | 92-3652116 | GRAND RAPIDS, MI | NONE | $18K | — |
