Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ESOP PARTNERS, INC | 20-5396546 | APPLETON, WI | TPA | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WHITLOCK COMPANY, LLP | 43-1365401 | SPRINGFIELD, MO | AUDITOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Current | — | — | $31.8M | $33.7M | 95.4% | |
| value | — | — | — | $1.9M | 5.4% |
| STEARNS WEAVER MILLER WEISSLER ALHA | — | MIAMI, FL | ESOP ATTORNEY | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENTERPRISE BANK & TRUST | 43-1472619 | CLAYTON, MO | BANK | $15K | — |
| MERCER CAPITAL MANAGEMENT, INC. | — | MEMPHIS, TN | VALUATION | $12K | — |
