Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP,PLLC | 47-0900880 | BETHESDA, MD | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | — | COLUMBIA, MD | NONE | $26K | — |
| O'DONOGHUE & O'DONOGHUE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| N/A Charles Schwab Westlake TX CD 05/13/2024 5.25% | Bonds / Notes | — | $250K | $250K | 13.2% | |
| N/A Lending Club B Lehi UT CD 09/04/2024 4.35% | Bonds / Notes | — | $250K | $250K | 13.2% | |
| N/A MS Private Bank Purchase NY CD 11/26/2024 4.20% | Bonds / Notes | — | $248K | $248K | 13.1% | |
| N/A Wells Fargo Bk N Sioux Falls SD CD 01/31/2024 4.85% | Bonds / Notes | — | $238K | $238K | 12.6% | |
| N/A Flagstar BankNational Hicksville NY CD 09/23/2024 4.00% | Bonds / Notes | — | $174K | $174K | 9.2% | |
| N/A BNY Mellon N A Pittsburgh PA CD 10/01/2024 3.65% | Bonds / Notes | — | $160K | $160K | 8.5% | |
| N/A Morgan Stanley Salt Lake City UT CD 01/31/2024 4.80% | Bonds / Notes | — | $137K | $137K | 7.3% | |
| N/A Beal Bank Plano TX CD 07/12/2024 4.90% | Bonds / Notes | — | $123K | $123K | 6.5% | |
| N/A Bk of America CD Charlotte NC CD 07/30/2024 4.75% | Bonds / Notes | — | $108K | $108K | 5.7% | |
| Party Involved lessor or similar party Description Date Interest Shares Cost Value Short-term investments N/A BMO Bk CD Chicago IL CD 01/08/2024 4.50% | Bonds / Notes | — | $56K | $56K | 3.0% | |
| N/A Wstrn Alliance Phoenix AZ CD 03/20/2024 5.15% | Bonds / Notes | — | $26K | $26K | 1.4% | |
| N/A Flagstar BankNational Hicksville NY CD 05/13/2024 5.20% | Bonds / Notes | — | $20K | $20K | 1.1% | |
| N/A Cross River Bank Teaneck NJ CD 11/14/2024 4.20% | Bonds / Notes | — | $14K | $14K | 0.7% | |
| N/A Cross River Bank Teaneck NJ CD 10/30/2024 4.15% | Bonds / Notes | — | $9K | $9K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 53-0120528 |
| WASHINGTON, DC |
| NONE |
| $11K |
| — |
| FRANK W STEGMAN | — | WASINGTON, DC | NONE | $6K | — |
