Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRONT LINE LAW, LLC. | 84-1901898 | — | NONE | $822K | — |
| FRATERNAL ORDER OF POLICE LEGAL PLN | 31-1439914 | — | NONE | $603K | — |
| ELKUS & SISSON P.C. | 02-0747893 | — | NONE | $468K | — |
| BC&L PC | 84-0801010 | — | NONE | $189K | — |
| FOSTER GRAHAM MILSTEIN & CALISHER | 84-1522386 | — | NONE | $108K | — |
| LAW OFFICE OF DOUGLAS JEWELL, LLC |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UBS Bank USA Salt Lake City UT 4.95%, matures 11/15/2028 Certifcate of Deposit | — | — | — | $207K | 8.6% | |
| Morgan Stanley Private Bank Natl 4.95%, matures 11/15/2027 Certifcate of Deposit | — | — | — | $205K | 8.5% | |
| Bank Hapoalim B M New York Brh 4.60%, matures 5/21/2029 Certifcate of Deposit | — | — | — | $205K | 8.5% | |
| Wells Fargo Bank N A Sioux Falls 5.20%, matures 11/23/2026 Certifcate of Deposit | — | — | — |
| 46-2518515 |
| — |
| NONE |
| $81K |
| — |
| THE GASPER LAW GROUP PLLC | 27-4094295 | — | NONE | $31K | — |
| WALTER BRADLEY | — | THORNTON, CO | NONE | $24K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $17K | — |
| JODY D CORDOVA | — | WESTMINSTER, CO | SECRETARY | $12K | — |
| MICHEAL DEEDON | — | WESTMINSTER, CO | TREASURER | $12K | — |
| DATZ LAW FIRM PC | 46-2437099 | — | NONE | $11K | — |
| CUMMINGS & PETRONE LLC | 82-2579550 | — | NONE | $10K | — |
| JEFFREY SMITH | — | WESTMINSTER, CO | TREASURER | $7K | — |
| NEWSOME AND ASSOCIATES, P.C. | — | COLORADO SPRINGS, CO | NONE | $6K | — |
| STEPHEN SCHULZ | — | WESTMINSTER, CO | PRESIDENT | $5K | — |
| $204K |
| 8.5% |
| Goldman Sachs Bank USA New York 4.75%, matures 5/21/2027 Certifcate of Deposit | — | — | — | $203K | 8.4% |
| BMW Bank North America Salt Lake 4.90%, matures 5/18/2026 Certifcate of Deposit | — | — | — | $202K | 8.4% |
| Barclays Bank Del Retail 5.25%, matures 5/22/2025 Certifcate of Deposit | — | — | — | $100K | 4.2% |
| Federated Treasury U.S. Obligation IS Mutual Fund | — | — | — | $75K | 3.1% |
