Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEET METAL CONTROL BOARD | 41-1392797 | — | NONE | $532K | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $530K | — |
| PRIME THERAPEUTICS | 26-0076803 | — | NONE | $99K | — |
| DDMN ASO, LLC | 41-1852523 | — | NONE | $87K | — |
| BENEVELLE CONSULTING CORPORATION | 88-2101021 | — | NONE | $78K | — |
| BCBSMN, INC. | 41-0984460 |
| Provider | Nondisclosure info |
|---|---|
| PRIME THERAPEUTICS | FAILURE TO PROVIDE DETAIL ON SOURCE OF INDIRECT COMPENSATION |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various See Attached Schedule | — | — | $87.8M | $96.0M | 95.0% | |
| Goldman Sachs Prime Account, 4.02% | — | — | $2.1M | $2.1M | 2.1% |
| — |
| NONE |
| $77K |
| — |
| TEAM, INC. | 81-4050818 | — | NONE | $76K | — |
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $71K | — |
| DOLAN MCENIRY | 36-4169967 | — | NONE | $49K | — |
| UNION FIRST LASER TECHNOLOGIES | — | WEST SALEM, WI | NONE | $34K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $33K | — |
| MEKETA INVESTMENT GROUP INC | 04-2659023 | — | NONE | $28K | — |
| UNION BANK AND TRUST COMPANY | 41-1267434 | — | NONE | $14K | — |
| FR SECURE | 26-3547185 | — | NONE | $7K | — |
| ZELIS | — | BOSTON, MA | NONE | $5K | — |
| LONGVIEW BUILD AMERICA BOND FUND AMALGAMATED BANK · EIN 90-0533698 / PN 017 | Common Collective Trust | — | — | $1.9M | 1.9% |
| Sheet Metal Workers Federal Credit Union CD, 1.59%, 7/29/2026 | — | — | $203K | $203K | 0.2% |
| Sheet Metal Workers Federal Credit Union Savings Account, 0.02% | — | — | $15K | $15K | <0.1% |
