Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANIELLE WILEY | — | — | PLAN ADMINISTRATOR | $72K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NIS INTERMEDIATE FIXED INCOME FUNDS NATIONAL INVESTMENT SERVICES · EIN 20-0065449 / PN 501 | Common Collective Trust | — | $7.1M | $8.1M | 35.4% | |
| VANGUARD TOTAL STOCK MARKET ADMIRAL Mutual fund N/A | Other securities | — | $2.5M | $4.8M | 21.0% | |
| BAIRD INTERMEDIATE BOND FUND INSTL Mutual fund N/A | Mutual Funds | — | $4.1M | $4.0M | 17.6% | |
| NIS TOTAL RETURN FUNDS NATIONAL INVESTMENT SERVICES · EIN 45-4783986 / PN 501 | Common Collective Trust | — | $646K | $827K | 3.6% | |
| NIS HIGH YIELD CORPORATE FUNDS NATIONAL INVESTMENT SERVICES · EIN 39-2021943 / PN 501 | Common Collective Trust | — | $397K | $519K | 2.3% | |
| Short-term investments GS FINANCIAL SQUARE GOVERNMENT #465 Money market fund N/A | Cash / Money Market | — | $105K | $105K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| BCBS | 48-0952857 | — | NONE | $472K | — |
| ISSI | — | MAPLE SHADE, NJ | NONE | $129K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $126K | — |
| SPENCER FANE BRITT BROWNE LLP | 44-0561981 | — | NONE | $102K | — |
| STACY KUHL | 44-0582944 | — | EMPLOYEE | $56K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | — | LOMBARD, IL | NONE | $52K | — |
| PLUMBERS LOCAL 8 PENSION FUND | 44-6010180 | — | BENEFIT PLAN | $50K | — |
| JENNIFER WILLIS | 44-0582944 | — | EMPLOYEE | $42K | — |
| MELANIE CLARK | 44-0582944 | — | EMPLOYEE | $41K | — |
| NATIONAL INVESTMENT SERVICES | — | MILWAUKEE, WI | NONE | $37K | — |
| NBPC | 43-1122456 | — | NONE | $27K | — |
| OPTUM RX | 33-0441200 | — | NONE | $12K | — |
| PLUMBERS LOCAL UNION 8 | — | KANSAS CITY, MO | LANDLORD | $12K | — |
