Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | — | NONE | $21K | — |
| RP FINANCIAL, LC. | — | MCLEAN, VA | NONE | $16K | — |
| EIDE BAILLY | 23-0382195 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Federal Corporation Common Stock (300,179 shares) | Common Stock | — | $381K | $12.0M | 79.5% | |
| American Balanced Mutual Fund | Other securities | — | $2.6M | $3.0M | 19.7% | |
| American Federal Money Market Deposit Money Market Account | Cash / Money Market | — | $128K | $128K | 0.8% |
