Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Other securities | — | $9.8M | $11.5M | 33.4% | |
| and Money Market Mutual Fund Baird Intermediate Bond Fund | Mutual Funds | — | $10.0M | $10.0M | 29.1% | |
| Fidelity Intermediate Bond Fund | Other securities | — | $9.9M | $10.0M | 28.9% | |
| Cash Equivalent Sweep account Interest-bearing | Cash / Money Market | — | $567K | $567K | 1.6% | |
| Federated Hermes Government Obligation Fund | Other securities | — | $23K | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UNITED HEALTHCARE INSURANCE COMPANY |
| 36-2739571 |
| — |
| NONE |
| $405K |
| — |
| BENEFIT PLAN ADMINISTRATION OF WI | 39-1401001 | — | NONE | $394K | — |
| THE SEGAL COMPANY (MIDWEST) | 13-1975125 | — | NONE | $123K | — |
| HEALTH GAUGE | — | DES MOINES, IA | NONE | $76K | — |
| THE PREVIANT LAW FIRM, S.C. | 39-1211596 | — | NONE | $48K | — |
| TEAM CORPORATION | — | KANSAS CITY, MO | NONE | $39K | — |
| STRATEGIC CAPITAL | — | LOMBARD, IL | NONE | $35K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | — | MILWAUKEE, WI | NONE | $21K | — |
| WEX HEALTH INC. | 06-1593514 | — | NONE | $12K | — |
| JOHNSON BANK | — | MILWAUKEE, WI | NONE | $9K | — |
