Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HDH ADVISORS, LLP | 26-0734074 | WEST DES MOINES, IA | VALUATION | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARTENS & COMPANY, CPA, LLP | 59-3823192 | WEST DES MOINES, IA | AUDITOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| United Contractors, Inc. Common stock | Common Stock | — | $1.4M | $22.1M | 99.7% | |
| Bankers Trust Company Cash | Cash / Money Market | — | $53K | $53K | 0.2% | |
| Goldman Sachs Fin SQ Treas Instruments fd #465 | Mutual Funds | — | $4K | $4K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOE ROBERTS | 41-8880797 | COLLIERVILLE, TN | APPRAISAL | $8K | — |
