Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M & T BANK | 16-0538020 | — | TRUSTEE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | ACCOUNTING SERVICES | $99K | — |
| CLIFTONLARSONALLEN | 41-0746749 | — | AUDIT AND ACCOUNTING | $33K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wilmington Funds U.S. Government Money Market Fund | — | — | $1.1M | $1.1M | 26.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILPATRICK, TOWNSEND AND STOCKTON | 58-0511774 | — | LEGAL | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOLEY AND DARLING | 56-2672096 | — | INSURANCE SERVICES | $30K | — |
| GIVHERO | 82-1862520 | — | INSURANCE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NONSTOP ADMINISTRATION AND INSURANC | — | CONCORD, CA | CLAIMS PROCESSING | $1.4M | — |
| CENTER FOR NONPROFIT ADVANCEMENT | 52-1139669 | — | ADMINISTRATOR | $198K | — |
| JBG SMITH | 52-6097909 | — | RENT | $45K | — |
| SIMPLE IT CARE | 71-0981985 | — | IT SERVICES | $15K | — |
