Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDWEST TRUST COMPANY | 48-1138946 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Law Company, Inc. Common stock | Common Stock | — | $727K | $7.2M | 80.1% | |
| Vanguard Targe Retirement 2020 Fund Mutual Fund | Other securities | — | $313K | $296K | 3.3% | |
| Vanguard Targe Retirement 2035 Fund Mutual Fund | Other securities | — | $218K | $228K | 2.5% | |
| Vanguard Targe Retirement 2030 Fund Mutual Fund | Other securities | — | $111K | $160K | 1.8% | |
| Vanguard Targe Retirement 2050 Fund Mutual Fund | Other securities | — | $99K | $140K | 1.6% | |
| Vanguard Targe Retirement 2055 Fund Mutual Fund | Other securities | — | $112K | $138K | 1.5% | |
| Vanguard Targe Retirement 2045 Fund Mutual Fund | Other securities | — | $56K | $68K | 0.8% | |
| Dodge & Cox Income Fund Mutual Fund | Other securities | — | $26K | $26K | 0.3% | |
| The Midwest Trust Company Deposit Account Cash 105 * The Midwest Trust Company Sweep Account Cash 40 Fidelity Government Portfolio Fund Money Market Fund | Cash / Money Market | — | $25K | $25K | 0.3% | |
| Baird Intermediate Bond Fund Mutual Fund | Other securities | — | $19K | $19K | 0.2% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Other securities | — | $13K | $13K | 0.1% | |
| Growth Fund Vanguard Growth Index Admiral Fund Mutual Fund | Other securities | — | $10K | $13K | 0.1% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | $10K | $12K | 0.1% | |
| Lord Abbett Short Duration Income Fund Mutual Fund | Other securities | — | $8K | $8K | <0.1% | |
| Neuberger Berman Large Cap Value Fund Mutual Fund | Other securities | — | $7K | $8K | <0.1% | |
| JPMorgan Equity Income Fund Mutual Fund | Other securities | — | $7K | $8K | <0.1% | |
| Vanguard Targe Retirement 2060 Fund Mutual Fund | Other securities | — | $6K | $7K | <0.1% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual Fund | U.S. Treasuries | — | $7K | $7K | <0.1% | |
| DFA US Small Cap Fund Mutual Fund | Other securities | — | $5K | $5K | <0.1% | |
| T. Rowe Price Mid Cap Growth Fund Mutual Fund | Other securities | — | $4K | $4K | <0.1% | |
| Clearbridge International Growth Fund Mutual Fund | Other securities | — | $4K | $4K | <0.1% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Other securities | — | $5K | $4K | <0.1% | |
| MFS Mid Cap Value R6 Fund Mutual Fund | Other securities | — | $4K | $4K | <0.1% | |
| Palmer Square Income Plus Fund Mutual Fund | Other securities | — | $3K | $3K | <0.1% | |
| Cohen & Steers Institutional Realty Fund Mutual Fund | Other securities | — | $2K | $3K | <0.1% | |
| Invesco Developing Markets R6 Fund Mutual Fund | Other securities | — | $2K | $2K | <0.1% | |
| Touchstone Sands Capital Emerging Markets Mutual Fund | Other securities | — | $2K | $2K | <0.1% | |
| Fidelity Short Term Treasury Bond Index Fund Mutual Fund | U.S. Treasuries | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
