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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | Other securities | — | $1.9M | $1.8M | 24.8% | |
| and Money Market Mutual Fund Artisan High Income Fund 173 Baird Intermediate Bond Fund | Mutual Funds | — | $1.7M | $1.7M | 23.5% | |
| Interest Bearing Cash * US Bank Govt Obligation Sweep | Cash / Money Market | — | $827K | $827K | 11.3% | |
| First American Govt Obligation Fund | Other securities | — | $131K | $131K | 1.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BENESYS, INC. | 39-1400101 | — | NONE | $184K | — |
| BLUE CROSS BLUE SHIELD OF WISCONSIN | 39-0138065 | — | NONE | $111K | — |
| LEE JOST & ASSOCIATES | 39-1400101 | — | NONE | $88K | — |
| THE PREVIANT LAW FIRM, S.C. | 39-1211596 | — | NONE | $34K | — |
| US BANK N.A. | 86-0441303 | — | NONE | $23K | — |
| MEDEXPERT INTERRNATIONAL, INC. | 94-3360248 | MENLO PARK, CA | NONE | $22K | — |
| DELTA DENTAL OF WISCONSIN | 39-6094742 | — | NONE | $18K | — |
| STRATEGIC CAPITAL INVESTMENT | 36-4268991 | — | NONE | $18K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $9K | — |
| AURORA EMPLOYER SOLUTIONS | 39-1442285 | — | NONE | $9K | — |
| WEX HEALTH, INC. | 06-1593514 | — | NONE | $8K | — |
