Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINDA BROOKS | 38-6237159 | — | EMPLOYEE | $53K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Express National Bank Certificate of deposit; Purchased 1/16/2025, Matures 1/22/2027, 4.15 percent | Other securities | — | $245K | $248K | 13.5% | |
| Goldman Sachs Bank USA Certificate of deposit; Purchased 1/16/2025, Matures 1/22/2027, 4.11 percent | Other securities | — | $245K | $248K | 13.5% | |
| Bank of America NA Certificate of deposit; Purchased 8/23/2024, Matures 8/28/2026, 3.97 percent | Other securities | — | $245K | $247K | 13.4% | |
| 1st Final Bank USA Dakota Certificate of deposit; Purchased 2/11/2025, Matures 2/18/2027, 4.2 percent | Other securities | — | $245K | $246K | 13.3% | |
| Eagle Bank Bethesda Certificate of deposit; Purchased 3/31/2025, Matures 4/16/2027, 4.06 percent | Other securities | — | $245K | $245K | 13.3% | |
| North American Savings Bank Certificate of deposit; Purchased 11/15/2024, Matures 11/25/2026, 4.06 percent | Other securities | — | $245K | $244K | 13.3% | |
| Flagstar Bank National Association Certificate of deposit; Purchased 7/18/2024, Matures 7/24/2026, 4.63 percent | Other securities | — | $145K | $148K | 8.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
