Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE | 33-0785439 | — | NONE | $33K | — |
| SIKICH LLP | 36-3168081 | — | NONE | $30K | — |
| THE PREVIANT LAW FIRM, S.C. | — | MILWAUKEE, WI | NONE | $7K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Hermes Prime Cash Obligations Fund | Mutual Funds | — | $255K | $255K | 15.2% | |
| Investar Bank 4.85% due 03/10/2025 | — | — | $250K | $250K | 14.9% | |
| Wells Fargo Bank 5.10% due 12/05/2025 |
| — |
| — |
| $240K |
| $240K |
| 14.3% |
| Certificates of Deposit Bankwell Bank 5.15% due 03/31/2025 | — | — | $240K | $240K | 14.3% |
| Cash Equivalents Schaumburg Bank & Trust Co., N.A. 1,285 Shares | — | — | $1K | $1K | <0.1% |
