Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC CAPITAL INVEST. ADVISORS | 36-4268991 | — | NONE | $17K | — |
| Name |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Other securities | — | $6.0M | $9.9M | 32.8% | |
| Baird Intermediate Bond Inst. Fund | Mutual Funds | — | $8.5M | $8.2M | 26.9% | |
| Fidelity Commonwealth TR NASDAQ Bond Fund | Other securities | — | $8.3M | $8.1M | 26.9% | |
| Cash and Cash Equivalent Johnson Bank IntraFi Cash Service Sweep | Cash / Money Market | — | $988K | $988K | 3.3% | |
| Goldman Sachs Financial Square Government Fund | Other securities | — | $32K | $32K | 0.1% | |
| Comerica Cash | Cash / Money Market | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| SIKICH CPA LLC | 54-1172176 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAREATC | — | TULSA, OK | NONE | $1.1M | — |
| BENESYS, INC. | 39-1401001 | — | NONE | $655K | — |
| UNITED HEALTHCARE INSURANCE COMPANY | 36-2739571 | — | NONE | $371K | — |
| EXPRESS SCRIPTS | — | SAINT LOUIS, MO | NONE | $96K | — |
| THE PREVIANT LAW FIRM S.C. | 39-1211596 | — | NONE | $79K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | — | NONE | $43K | — |
| DELTA DENTAL OF WISCONSIN | 39-6094742 | — | NONE | $42K | — |
| MEDEXPERT INTERNATIONAL, INC. | — | MENLO PARK, CA | NONE | $28K | — |
| THE HORTON GROUP | 36-3672171 | — | NONE | $28K | — |
| AURORA HEALTHCARE | 39-1442285 | — | NONE | $27K | — |
| JOHNSON FINANCIAL GROUP, INC. | 39-1629756 | — | NONE | $8K | — |
| COMERICA | 36-6045202 | — | NONE | $6K | — |
