Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES | 13-4238973 | — | NONE | $89K | — |
| EPSTEIN | 36-3480343 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Trek Bicycle Corporation | Common Stock | 847,232 | $63.2M | $147.1M | 99.8% | |
| Money Market Account | Cash / Money Market | — | $263K | $263K | 0.2% | |
| Invesco Govt/Agency Money Market Inst | Cash / Money Market | — | $41K | $41K | <0.1% | |
| Money Market Account | Cash / Money Market | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
