Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHY KRUEGER | 54-2117113 | — | ADMINISTRATOR | $66K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $14K | — |
| AMALGAMATED BANK | 36-0721895 | — | NONE | $759 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amalgamated Bank 4.91% 2/25/2025 | Bonds / Notes | — | $145K | $145K | 32.6% | |
| Par/ Shares Mutual Fund Franklin U.S. Government Securities Fund - Class A1 | Mutual Funds | — | $135K | $101K | 22.7% | |
| Checking Amalgamated Bank Interest-bearing checking 0.16% | Bonds / Notes | — | $87K | $87K | 19.5% | |
| Fifth Third Bank 4.21% 2/2/2025 | Bonds / Notes | — | $57K | $57K | 12.9% | |
| Interest-Bearing Cash Interest Maturity Rate Date Certificates of Deposit Fifth Third Bank 4.21% 2/2/2025 | Cash / Money Market | — | $54K | $54K | 12.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
