Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS MANAGEMENT GROUP INC. | 84-1677167 | — | — | $167K | — |
| BRENDAN BERIGAN | — | URBANDALE, IA | — | $46K | — |
| KUTAK ROCK LLP | 47-0597598 | KANSAS CITY, KS | — | $40K | — |
| COMMUNITY STATE BANK | 42-0839178 | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Other securities | — | $535K | $638K | 10.8% | |
| Vanguard Intermediate-Term Bond Index | Other securities | — | $602K | $611K | 10.3% | |
| Dodge & Cox Income Fund Cl I | Other securities | — | $492K | $502K | 8.5% | |
| Vanguard Short-Term Inflation Protected | Other securities | — | $453K | $464K | 7.8% | |
| Federated Instl High Yield Bond | Other securities | — | $452K | $415K | 7.0% | |
| Fidelity Intl Index | Other securities | — | $236K | $267K | 4.5% | |
| CRBT Institutional Insured Money Market | Cash / Money Market | — | $191K | $191K | 3.2% | |
| Vanguard Short-Term Invest Grade Instl | Other securities | — | $184K | $190K | 3.2% | |
| iShares Core MSCI Em | Other securities | — | $129K | $127K | 2.2% | |
| Vanguard S&P Mid-Cap 400 | Other securities | — | $134K | $126K | 2.1% | |
| Vanguard Russell 2000 Index I | Other securities | — | $136K | $125K | 2.1% | |
| Synchrony Bank CD Matures 3/24/28, 5% | Other securities | — | $50K | $52K | 0.9% | |
| Discover Bank CD Matures 3/23/27, 5.05% | Bonds / Notes | — | $50K | $51K | 0.9% | |
| Goldman Sachs Matures 07/26/27, 5.00% | Bonds / Notes | — | $50K | $50K | 0.8% | |
| BK NY Mellon Matures 01/26/27, 2.05% | Bonds / Notes | — | $50K | $48K | 0.8% | |
| Goldman Sachs Matures 12/15/28, 2.00% | Bonds / Notes | — | $50K | $46K | 0.8% | |
| Morgan Stanley Matures 10/19/29, 1.75% | Bonds / Notes | — | $50K | $43K | 0.7% | |
| Certificates of Deposit Discover Bank CD Matures 3/23/26, 5.1% | Bonds / Notes | — | $40K | $40K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $28K |
| — |
| DEBOER & ASSOCIATES | 47-0836395 | OMAHA, NE | — | $25K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | BROOMFIELD, CO | — | $9K | — |
| CEDAR RAPIDS BANK & TRUST | 42-1524302 | — | — | $5K | — |
