Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC. | 36-4291971 | SPOKANE, WA | PLAN ADMINISTRATOR | $303K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | MINNEAPOLIS, MN | NONE | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND Mutual Fund | Other securities | — | — | $76.8M | 26.6% | |
| Similar Party Par, or Maturity Value Cost* Value AMERICAN FUNDS EUROPACIFIC GROWTH FUND Mutual Fund | Other securities | — | — | $50.3M | 17.4% | |
| PGIM TOTAL RETURN BOND FUND Mutual Fund | Other securities | — | — | $44.5M | 15.4% | |
| DODGE & COX INCOME FUND Mutual Fund | Other securities | — | — | $35.9M | 12.4% | |
| LOOMIS CORE PLUS Mutual Fund | Other securities | — | — | $30.6M | 10.6% | |
| VANGUARD CASH RESERVES FEDERAL MONEY MARKET Money Market Fund | Cash / Money Market | — | — | $28.3M | 9.8% | |
| LORD ABBETT SHORT DURATION INCOME FUND Mutual Fund | Other securities | — | — | $12.3M | 4.3% | |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND Mutual Fund | Other securities | — | — | $8.0M | 2.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WEINBERG ROGER & ROSENFELD | 94-2458080 | ALAMEDA, CA | NONE | $48K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $39K | — |
| CHEIRON, INC. | — | MCLEAN, VA | NONE | $17K | — |
