Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT KINTZ | 43-6033487 | — | TRUSTEE | $9K | — |
| FRED KERN | 43-6033487 | — | TRUSTEE | $9K | — |
| JAY SCHULTEHENRICH | 43-6033487 | — | TRUSTEE | $9K | — |
| JAMES KIMBRELL | 43-6033487 | — | TRUSTEE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BAIRD AGGREGATE BOND FUND INST | — | — | $8.1M | $7.2M | 52.7% | |
| VANGUARD TOTAL STOCK MARKET INDEX | — | — | $965K | $2.5M | 18.6% | |
| $ Date(h) | — | — | — | $1.5M | 10.8% | |
| Asset onTransaction Current Value $ (g) Asset | — | — | — | $1.5M | 10.8% |
| MERITAIN HEALTH | 16-1264154 | — | NONE | $497K | — |
| BENESYS, INC | 38-2383171 | — | NONE | $214K | — |
| ANDERS MINKLER HUBER | 43-0831507 | — | NONE | $108K | — |
| BURR OAK CONSULTING | 82-3420174 | — | NONE | $69K | — |
| SPECTOR, WOLFE, MCLAUGHLIN & O'MARA | 43-1718339 | — | NONE | $37K | — |
| CARDINAL INVESTMENT ADVISORS | 36-4464580 | — | NONE | $25K | — |
| MILLIMAN | — | ST. LOUIS, MO | NONE | $14K | — |
| IMPAXRX | — | BOCA RATON, FL | NONE | $11K | — |
| VANGUARD HIGH DIVIDEND YIELD INDEX | — | — | $1.1M | $1.3M | 9.3% |
| VANGUARD DEVELOPED MARKETS INDEX | — | — | $524K | $507K | 3.7% |
| VANGUARD SHORT TERM BOND INDEX | — | — | $249K | $253K | 1.9% |
