Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $50K | — |
| MILLIMAN INC | 91-0675641 | — | NONE | $50K | — |
| NORTHWESTERN OHIO ADMINISTRATORS IN | 34-1337680 | — | NONE | $42K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Inst Premium | Other securities | — | $3.7M | $4.5M | 35.4% | |
| Baird Funds Inc Inter Bd Instl | Common Stock | — | $3.7M | $3.6M | 28.8% | |
| Euro Pacific Growth Fund Class R-6 | Other securities | — | $1.6M | $1.5M | 12.0% | |
| Government Obligation Institutional Federated Shares | Other securities | — | $1.2M | $1.2M | 9.7% | |
| Fidelity Mid Cap Index Instl Prem | Other securities | — | $776K | $875K | 6.9% | |
| Fidelity Small Cap | Other securities | — | $726K | $802K | 6.3% | |
| Waterford Bank, N.A. Interest-Bearing Cash | Cash / Money Market | — | $111K | $111K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SHUMAKER LOOP & KENDRICK LLP | 34-4439491 | — | NONE | $22K | — |
