Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHPLAN INVESTMENT MANAGEMENT LL | — | OMAHA, NE | INVESTMENT ADVISOR | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | — | SAN RAMON, CA | INDEPENDENT AUDITOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Treasury Obligations Money Fund | Mutual Funds | — | $17.2M | $17.2M | 99.2% | |
| The Private Shares Fund Class I | Other securities | — | $95K | $133K | 0.8% | |
| Cash and equivalents - Interest Bearing | Cash / Money Market | — | $5K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL DATA INC. | — | ALLISON PARK, PA | ACTUARY | $193K | — |
