Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUM, SMITH, & BROWN, PC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PARAMETRIC DEFENSIVE EQUITY FD LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001 | 103-12 Investment Entity | — | — | $5.0M | 10.1% | |
| PRINCIPAL U.S. PROPERTY SA - PG13 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $3.5M | 7.1% | |
| Vanguard S&P 500 ETF | Other securities | 4,751.496 | — | $2.6M | 5.1% | |
| U.S. treasury notes | U.S. Treasuries | 1,402,624.654 | — | $1.4M | 2.8% | |
| U.S. treasury bills | Other securities | 1,085,871.747 | — | $1.1M | 2.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-2027092 |
| — |
| NONE |
| $91K |
| — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $85K | — |
| MCCRACKEN STEMERMAN & HOLSBERRY LLC | 94-1709555 | — | NONE | $28K | — |
| M&T TRUST COMPANY | 16-0538020 | — | NONE | $26K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $20K | — |
| CARDAY ASSOCIATES, INC. | 53-0257019 | — | NONE | $8K | — |
| LETTERSTREAM | — | SCOTTSDALE, AZ | NONE | $6K | — |
