Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP | 45-2164254 | — | RECORDKEEPER | $13K | — |
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCC ADVISERS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost Value Non-Participant Directed * Pilot Bancorp, Inc. Common stock, 330 shares | Common Stock | — | $557K | $16.0M | 96.0% | |
| Participant Directed John Hancock Bond fund, mutual fund N/A | Other securities | — | — | $280K | 1.7% | |
| Pilot Grove Savings Bank Savings account | Other securities | — | $97K | $97K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-1322961 |
| — |
| VALUATION FIRM |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYEMASTER GOODE | 42-1154516 | — | LEGAL | $5K | — |