Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STAIRWAY PARTNERS, LLC | 20-1164360 | — | NONE | $497K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $245K | — |
| REINHART BOERNER VAN DUEREN | 39-1126909 | — | NONE | $65K | — |
| WILSON MCSHANE CORPORATION | 41-0956552 | — | NONE | $64K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IShares TR MSCI EAFE ETF | Other securities | — | $25.6M | $27.1M | 16.3% | |
| IShares TR Russell 1000 Value ETF | Other securities | — | $13.7M | $23.9M | 14.3% | |
| IShares INC Core MSCI Emerging Markets | Common Stock | — | $13.5M | $18.1M | 10.9% | |
| IShares TR Russell 1000 Growth ETF | Other securities | — | $3.9M | $16.7M | 10.0% | |
| IShares TR Core U S Aggregate BD ETF | Other securities | — | $16.9M | $16.7M | 10.0% | |
| IShares TR Core S&P 500 ETF | Other securities | — | $14.1M | $15.4M | 9.3% | |
| Vanguard BD Index FDS Vanguard BD Market ETF | Other securities | — | $11.7M | $11.6M | 7.0% | |
| Vanguard INTL Equity Index FDS FTSE ETF | Other securities | — | $5.3M | $8.3M | 5.0% | |
| IShares TR Russell 2000 ETF | Other securities | — | $4.0M | $7.0M | 4.2% | |
| SPDR Index SHS FDS S&P Emerging Asia | Common Stock | — | $3.2M | $5.3M | 3.2% | |
| Ishare INC MSCI CDA ETF | Common Stock | — | $3.8M | $4.3M | 2.6% | |
| IShares TR IBOXX High Yiel Corp BD ETF | Common Stock | — | $2.9M | $3.2M | 1.9% | |
| US Treas BDS 4.125% | U.S. Treasuries | — | $3.3M | $3.2M | 1.9% | |
| TR JP Morgan USD Emerging Markets ETF | Other securities | — | $1.9M | $1.6M | 1.0% | |
| Ins Deposit Program O | Other securities | — | $939K | $939K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $39K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $24K | — |
