Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA ADVISORS, LLC | 33-1033773 | — | — | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY (G1728) | 31-1440175 | — | — | $122K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered investment companies: Shares Baird Intermediate BD FD | Other securities | — | $4.0M | $4.0M | 31.0% | |
| Fidelity Commonwealth Trust | Other securities | — | $4.0M | $4.0M | 30.8% | |
| Fidelity Total Mkt IDX-FAI | Other securities | — | $2.5M | $3.0M | 22.8% | |
| Federated Hermes Government Obligations Fund | Other securities | — | $64K | $64K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BENESYS, INC. | 38-2383170 | — | — | $85K | — |
| THE SEGAL COMPANY | 13-1975125 | — | — | $47K | — |
| CIUNI & PANICHI, INC. | 34-1322309 | — | — | $21K | — |
| CUNI, RUST & STRENK, INC. | 31-1227755 | — | — | $21K | — |
| FAULKNER, HOFFMAN & PHILLIPS, LLC. | 34-1909706 | — | — | $17K | — |