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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CMFG Deposit Administration Group Annuity Contract Guaranteed Account (current interest rate 3.00%) | Bonds / Notes | — | $11.2M | $12.4M | 26.3% | |
| Fidelity LgCap Val Idx | Other securities | — | $4.2M | $5.0M | 10.6% | |
| Fidelity 500 Index | Other securities | — | $3.7M | $4.9M | 10.5% | |
| Fidelity Mid Cap Index | Other securities | — | $3.8M | $4.6M | 9.8% | |
| Fidelity Intl Idx | Other securities | — | $4.4M | $4.6M | 9.7% | |
| Fidelity Lcap Growth Idx | Other securities | — | $2.0M | $3.6M | 7.6% | |
| Dimensional Fund Advisors DFA Emerging Markets X | Other securities | — | $2.7M | $2.8M | 5.9% | |
| Vanguard Rl Est Indx Adm | Other securities | — | $2.1M | $2.4M | 5.0% | |
| Fidelity US Bond Index | Other securities | — | $2.2M | $2.2M | 4.6% | |
| Natixis Funds Loomis Invest Bnd Y | Other securities | — | $2.0M | $1.8M | 3.8% | |
| Dimensional Fund Advisors DFA US SCAP I | Other securities | — | $1.0M | $1.5M | 3.2% | |
| Vanguard High Yield Corporate | Other securities | — | $1.5M | $1.4M | 3.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
