Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OREGON SOCIETY OF CERTIFIED PUBLIC | 93-0462679 | — | PLAN ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES & ROTH, P.C. | 93-0819646 | — | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Umpqua Bank Certificate of Deposit - 3.83%, 5/30/25 $ | — | — | $26K | $27K | 30.9% |
| Indirect comp |
|---|
| MILLER NASH GRAHAM & DUNN, LLP | 93-0410518 | — | ATTORNEY | $879 | — |
