Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC. | 84-0854432 | — | NONE | $19K | — |
| DEBOER & ASSOCIATES, P.C. | 47-0836395 | — | NONE | $19K | — |
| CBIZ | 31-1582098 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond | Other securities | — | $3.0M | $2.9M | 24.0% | |
| Vanguard Growth ETF | Other securities | — | $2.6M | $2.5M | 20.3% | |
| Vanguard FTSE All World | Other securities | — | $2.6M | $2.5M | 20.0% | |
| Vanguard Mid Cap ETF | Other securities | — | $645K | $612K | 5.0% | |
| Schwab Treasury Obligations | Other securities | — | $246K | $246K | 2.0% | |
| Vanguard Short Term Invt Grade #539 382 Vanguard Small Cap ETF | Other securities | — | $215K | $203K | 1.7% | |
| Charles Schwab Bank | Other securities | — | $197K | $197K | 1.6% | |
| Ishares Iboxx High Yield | Other securities | — | $166K | $164K | 1.3% | |
| Vanguard Intermediate | Other securities | — | $166K | $163K | 1.3% | |
| First Am Govt | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
