Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $207K | — |
| GLOBAL RETIRMENT PARTNERS, LLC | — | SAN RAFAEL, CA | NONE | $33K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | NONE | $10K | — |
| STRATEGIC RETIREMENT PLAN CONSULTAN | 81-2204426 | — | NONE | $119 | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $74 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $41.7M |
| 87.1% |
| SEPERATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $5.5M | 11.4% |
| Participant loans Interest Rates from 4.25% to 10.50% - | Participant loans | — | — | $693K | 1.4% |
