Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEDICAL MUTUAL OF OHIO | 34-0648820 | — | NONE | $1.5M | — |
| CLEVELAND AUTO DEALERS' ASSOCIATION | 34-1320838 | — | PLAN SPONSOR | $235K | — |
| MALONEY + NOVOTNY LLC | 34-0677006 | — | NONE | $38K | — |
| FISHER & PHILLIPS | 34-1178704 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Interest-Bearing Cash Dollar Bank Money Market Savings (Variable) | Cash / Money Market | — | $1.2M | $1.2M | 21.6% | |
| First Federal of Lakewood Money Market Savings (Variable) | Cash / Money Market | — | $1.1M | $1.1M | 21.6% | |
| Citizens Bank Money Market Savings (Variable) | Cash / Money Market | — | $1.1M | $1.1M | 20.5% | |
| Morgan Stanley Flagstar Bank National Hicksville NY CD 4.85% 7/10/26 | Bonds / Notes | — | $288K | $288K | 5.4% | |
| Morgan Stanley Flagstar Bank National Hicksville NY CD 5.00% 1/12/2026 | Bonds / Notes | — | $250K | $250K | 4.7% | |
| PNC Bank N.A. Money Market Savings (Variable) | Cash / Money Market | — | $23K | $23K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $38K |
| — |
| LEWIS & ELLIS | — | PLANO, TX | NONE | $26K | — |
| MJR ACCOUNTING | 83-1150468 | — | NONE | $23K | — |
| WAGEWORKS | 94-3351864 | — | NONE | $14K | — |
