Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ, SAPPER & MILLER | 35-1090346 | — | AUDITOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IU HEALTH PHYSICIANS | — | CHICAGO, IL | COUNSELING | $167K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Certificates of deposit | — | — | $500K | $544K | 22.0% |
| M2 PERFORMANCE STRATEGIES | 47-1850976 | — | BOOKKEEPING | $255K | — |
