Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 80-0861455 | PITTSBURGH, PA | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income FD Mutual Fund | Other securities | — | $1.6M | $1.6M | 25.0% | |
| Vanguard Total Stock Mkt Index Mutual Fund | Other securities | — | $1.2M | $1.2M | 19.3% | |
| Baird Short Term BD FD Mutual Fund | Other securities | — | $801K | $804K | 12.8% | |
| Money Market Funds Goldman Sachs FS Govt Fund Money Market Fund | Cash / Money Market | — | $292K | $292K | 4.7% | |
| Fidelity Total Intl Index Mutual Fund | Mutual Funds | — | $267K | $278K | 4.4% | |
| Private Real Estate Investment Trust * INDURE Build-to-Core Fund Private Real Estate Investment Trust | Other securities | — | $95K | $271K | 4.3% | |
| ERECT CO - PARTICIPATION FUND AMERISERV TRUST & FINANCIAL SERVICES CO · EIN 25-1689052 / PN 004 | Common Collective Trust | — | $154K | $243K | 3.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEONARD A CORONA III | — | STEUBENVILLE, OH | TRUSTEE | $8K | — |
| TRAVIS BOOTH | — | STEUBENVILLE, OH | TRUSTEE | $8K | — |
| GREG SERAFINI | — | STEUBENVILLE, OH | TRUSTEE | $6K | — |
| KEVAN BROWN | — | STEUBENVILLE, OH | TRUSTEE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS | 38-2383171 | CANFIELD, OH | NONE | $101K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | NONE | $98K | — |
| THE HORTON GROUP | 36-3672171 | ORLAND PARK, IL | NONE | $95K | — |
| MEYER, UNKOVIC & SCOTT LLP | 25-1008021 | PITTSBURGH, PA | NONE | $31K | — |
| LOGAN METTLEY & NEWCOMER, PLC | 33-1365351 | PITTSBURGH, PA | NONE | $24K | — |
| DGPERRY, PLLC | 83-3033790 | CANFIELD, OH | NONE | $21K | — |
| ACRISURE | 26-3554656 | PITTSBURGH, PA | NONE | $9K | — |
