Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | 31-1440043 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Other securities | — | — | $1.4M | 18.8% | |
| American Funds Europac Grow R6 | Other securities | — | — | $1.2M | 15.6% | |
| Dodge & Cox Income X | Other securities | — | — | $1.2M | 15.2% | |
| Harbor Capital Apprec RET | Other securities | — | — | $849K | 11.1% | |
| Putnam Large Cap Value R6 | Other securities | — | — | $730K | 9.5% | |
| Contracts The Standard Stable Asset A Fund | Insurance Contracts | — | — | $630K | 8.2% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $451K | 5.9% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $366K | 4.8% | |
| Vanguard Mid Cap Val IDX Adm | Other securities | — | — | $297K | 3.9% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $219K | 2.9% | |
| Participant Loans (Notes Receivable from Participants) 3.25% - 8.50% - | Bonds / Notes | — | — | $150K | 2.0% | |
| American Funds New World R6 | Other securities | — | — | $58K | 0.8% | |
| Vanguard SM Cap Grth IDX Adm | Other securities | — | — | $24K | 0.3% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $23K | 0.3% | |
| Vanguard Sm Cap Val Adm | Other securities | — | — | $23K | 0.3% | |
| Vanguard Real Estate IDC Adm | Other securities | — | — | $17K | 0.2% | |
| Hartfield Intl Opp Fund CL R6 | Other securities | — | — | $4K | <0.1% | |
| Prudential High-Yield Q | Other securities | — | — | $3K | <0.1% |
