Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMAS MEANS | 52-1599698 | — | TRUSTEE | $25K | — |
| JERRY JONES | 52-1599698 | — | TRUSTEE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWELL MORING LLP | 52-1150358 | — | NONE | $78K | — |
| SUBMITTABLE HOLDINGS, INC. | — | MISSOULA, MT | NONE | $64K |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index Fund Admiral N/A | — | — | $2.3M | $2.4M | 41.7% | |
| Vanguard Total International Stock Index Admiral N/A | — | — | $1.5M | $1.5M | 25.2% | |
| Registered Investment Companies Vanguard Total Bond Market Index Fund Admiral N/A | — | — | $885K | $881K | 15.3% | |
| Vanguard Short-Term Inv Grade Fund Admiral N/A | — | — | $431K | $432K |
| — |
| COMPREHENSIVE HEALTH PLAN SYSTEMS I | 47-4496373 | — | NONE | $63K | — |
| ANN SMITH COMMUNICATIONS | 20-6508364 | — | NONE | $56K | — |
| MOONEY, GREEN & SAINDON, P.C. | 52-1599698 | — | NONE | $55K | — |
| REMOTE VISION, LLC | 20-3430237 | — | NONE | $29K | — |
| WITHUMSMITH+BROWN, P.C. | 22-2027092 | — | NONE | $28K | — |
| AON RISK SERVICES | — | CHICAGO, IL | NONE | $11K | — |
| VANGUARD | 23-1945930 | — | NONE | $6K | — |
| CANOPY THE WHARF | — | MCLEAN, VA | NONE | $6K | — |
| 7.5% |
| Vanguard Intermediate Term Inv Grade Fund Admiral N/A | — | — | $317K | $315K | 5.5% |
| Vanguard Long-Term Inv Grade Fund Admiral N/A | — | — | $179K | $175K | 3.0% |
