Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON, LLC | 53-0181291 | — | NONE KNOWN | $34K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE KNOWN | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank Money market fund - Schwab Treasury Obligation Money Market Fund Ultra | Cash / Money Market | — | $16.0M | $16.0M | 83.6% | |
| Vanguard Short-Term Investment Grade Fund | Other securities | — | $1.0M | $982K | 5.1% | |
| Vanguard Intermediate Term Bond Index Fund | Other securities | — | $988K | $843K | 4.4% | |
| Charles Schwab Trust Bank Vanguard Short-Term Bond ETF | Other securities | — | $258K | $248K | 1.3% | |
| Eversource Energy, Series H 3.15% (due 1/15/25) | Bonds / Notes | — | $76K | $75K | 0.4% | |
| Apple, Inc. 3.20% (due 05/13/25) | Bonds / Notes | — | $75K | $75K | 0.4% | |
| 04/01/25) | Other securities | — | $76K | $74K | 0.4% | |
| Charles Schwab Trust Bank Certificates of deposit - Citibank 3.050% (due 04/02/26) | Bonds / Notes | — | $75K | $74K | 0.4% | |
| Stryker Corp 1.15% (due 6/4/2025) | Bonds / Notes | — | $76K | $74K | 0.4% | |
| Grand Blanc MI General Oblig 2.48% (due 05/01/25) | Bonds / Notes | — | $50K | $50K | 0.3% | |
| 05/01/25) | Other securities | — | $7K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
