Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID DUFFY CPA PLLC | 38-2771817 | — | NONE KNOWN | $232K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Chase Bank Interest-bearing cash | Cash / Money Market | — | $10.8M | $10.8M | 45.4% | |
| Fifth Third Bank Vanguard Total Bond Market Index Fund | Other securities | — | $3.9M | $3.6M | 15.2% | |
| Fifth Third Bank PIMCO All Assets Fund | Other securities | — | $2.8M | $2.0M | 8.3% | |
| Fifth Third Bank Hamlin High-Dividend Equity Income Fund | Other securities | — | $1.2M | $1.9M | 8.2% | |
| Fifth Third Bank Reinhart M/C Private Market - Advantage Fund | Other securities | — | $907K | $1.1M | 4.5% | |
| Fifth Third Bank Dodge & Cox International Stock Fund | Other securities | — | $683K | $1.0M | 4.2% | |
| Fifth Third Bank Loomis Sayles Global Bond Fund | Other securities | — | $921K | $841K | 3.5% | |
| Fifth Third Bank Money market funds - Fifth Third Prime Money Market Fund | Cash / Money Market | — | $470K | $470K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| GRAYSTONE CONSULTING (MSSB) | 13-2919773 | — | NONE KNOWN | $144K | — |
| FINKEL WHITEFIELD FELDMAN | 38-2529039 | — | NONE KNOWN | $100K | — |
| GREGORY KAZMIERSKI | 38-1428364 | — | EMPLOYEE | $72K | — |
| MICHELLE M ZACNY | 38-1428364 | — | EMPLOYEE | $51K | — |
| ELINA R. HARRIS | 38-1428364 | — | EMPLOYEE | $43K | — |
| PAMELA J. FARNSWORTH | 38-1428364 | — | EMPLOYEE | $32K | — |
| KYLE W. HARVEY | 38-1428364 | — | EMPLOYEE | $32K | — |
| KELLY MEEKER | 38-1428364 | — | EMPLOYEE | $32K | — |
| STEFANIE A. BREWER | 38-1428364 | — | EMPLOYEE | $31K | — |
| SEGAL SELECT INSURANCE SERVICES, IN | — | NEW YORK, NY | NONE KNOWN | $28K | — |
| BUCK CONSULTANTS | 13-3954297 | — | NONE KNOWN | $20K | — |
| AMERICAN HEALTH HOLDING, INC. | — | NEW ALBANY, OH | NONE KNOWN | $11K | — |
| JP MORGAN | 38-0864715 | — | NONE KNOWN | $6K | — |
| PRINTED BUSINESS PRODUCTS LLC | — | NORTHVILLE, MI | NONE KNOWN | $5K | — |
