Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEARTLAND BENEFIT ADMINISTRATORS | — | DAYTON, OH | NONE | $81K | — |
| COMMUNITY INSURANCE COMPANY | 31-1440175 | — | NONE | $64K | — |
| REINHART, BOERNER, ET AL | 39-1761679 | — | NONE | $54K | — |
| BHA CONSULTING INC. | 26-1384808 | — | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MSPBNA Preferred Savings 4.00% | Bonds / Notes | — | $505K | $505K | 22.1% | |
| Cash and Cash Equivalents JPMorgan Chase Bank 2.05% | Cash / Money Market | — | $352K | $352K | 15.4% | |
| Morgan Stanley Bank NA 0.05% | Bonds / Notes | — | $322K | $322K | 14.1% | |
| Israel Disc BK CD New York NY CD 4.450%, 06/13/2025 | Bonds / Notes | — | $250K | $250K | 10.9% | |
| Bank of America NA CD 4.300%, 04/10/2025 | Bonds / Notes | — | $250K | $250K | 10.9% | |
| Fortis BK Denver Colo CD 4.200%, 04/10/2025 | Bonds / Notes | — | $250K | $250K | 10.9% | |
| TBK Bank SSB Dallas TX CD 4.150%, 04/10/2025 | Bonds / Notes | — | $48K | $48K | 2.1% | |
| Certificates of Deposit Zions Bancorp Salt Lake City UT CD 4.200%, 04/09/2025 | Bonds / Notes | — | $29K | $29K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SIKICH, LLP | 36-3168081 | — | NONE | $17K | — |
