Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIUNI & PANICHI | 34-1322309 | — | — | $27K | — |
| BENEFITS ADMINISTRATIVE SERVICES CO | 34-1627054 | — | — | $16K | — |
| THE SEGAL CO. | 13-1835864 | — | — | $9K | — |
| MILLIMAN | 91-0675641 | — | — | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wells Fargo Bank deposit sweep | Other securities | — | $301K | $301K | 6.5% | |
| Comenity Capital Bank Certificate of deposit 2/20/2025 | Other securities | — | $247K | $247K | 5.3% | |
| Park Street Bank Certificate of deposit 5/6/2025 | Other securities | — | $244K | $244K | 5.3% | |
| Ally Bank Certificate of deposit 2/18/2025 | Other securities | — | $243K | $243K | 5.3% | |
| City National Bank of Florida Certificate of deposit 7/16/2025 | Other securities | — | $242K | $242K | 5.2% | |
| Bank of India NY Certificate of deposit 12/3/2025 | Other securities | — | $239K | $239K | 5.2% | |
| Southstate Bank NA Certificate of deposit 3/12/2025 | Other securities | — | $238K | $238K | 5.1% | |
| Associated Bank Green Certificate of deposit 9/18/2025 | Other securities | — | $226K | $226K | 4.9% | |
| First Horizon Bank Certificate of deposit 3/14/2025 | Other securities | — | $184K | $184K | 4.0% | |
| Regions Bank Certificate of deposit 9/25/2025 | Other securities | — | $181K | $181K | 3.9% | |
| Valley National Bank Certificate of deposit 4/16/2025 | Other securities | — | $170K | $170K | 3.7% | |
| Washington Trust Western Certificate of deposit 1/29/2025 | Other securities | — | $170K | $170K | 3.7% | |
| Bank of America California Certificate of deposit 6/25/2025 | Other securities | — | $142K | $142K | 3.1% | |
| Bank of America California Certificate of deposit 5/7/2025 | Other securities | — | $100K | $100K | 2.2% | |
| Mizuho Bank USA Certificate of deposit 6/26/2025 | Other securities | — | $100K | $100K | 2.2% | |
| Fulton Bank Certificate of deposit 3/3/2025 | Other securities | — | $80K | $80K | 1.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
