Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CMFG Deposit Administration Group Annuity Contract Guaranteed Account (current interest rate 3.00%) | Bonds / Notes | — | $16.6M | $19.7M | 60.5% | |
| Fidelity US Bond Index Inst | Other securities | — | $2.5M | $2.6M | 8.0% | |
| J.P. Morgan Equity Income R6 | Other securities | — | $1.4M | $1.7M | 5.2% | |
| Vanguard High-Yield Corporate Adm | Other securities | — | $1.5M | $1.6M | 5.0% | |
| Fidelity International Index | Other securities | — | $1.5M | $1.6M | 4.9% | |
| Fidelity 500 Index Inst Prem | Other securities | — | $864K | $1.3M | 3.9% | |
| Fidelity Mid-Cap Index Inst Prem | Other securities | — | $995K | $1.2M | 3.8% | |
| Fidelity Large-Cap Growth Index | Other securities | — | $658K | $956K | 2.9% | |
| Dimensional Fund Advisors Emerging Markets X | Other securities | — | $977K | $954K | 2.9% | |
| Vanguard Real Estate Indx Adm | Other securities | — | $556K | $627K | 1.9% | |
| Dimensional Fund Advisors US Small-Cap I | Other securities | — | $240K | $310K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
