Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES LLC | — | LOUISVILLE, KY | TPA | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALDWIN CPAS | — | RICHMOND, KY | CPA | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Saver Group, Inc. 183.231 shares of common stock | — | — | $5.1M | $4.8M | 69.4% | |
| Cash | — | — | $2.1M | $2.1M | 30.6% |
| PRAIRIE CAPITAL ADVISORS INC | — | LOUISVILLE, KY | APPRAISOR | $22K | — |
