Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HORIZON BANK | 62-0201385 | — | NONE | $40K | — |
| ACUFF & ASSOCIATES, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury U.S. Treasury Notes 4.500% 11/15/25 | U.S. Treasuries | — | $7.1M | $7.2M | 65.4% | |
| U.S Government Securities US Treasury U.S Treasury Notes 4.625% 2/28/25 | U.S. Treasuries | — | $1.0M | $1.0M | 9.1% | |
| Equity Mutual Funds Vanguard Growth Index Fund ADM | Other securities | — | $309K | $902K | 8.2% | |
| Vanguard High Dividend Yield Index Fund ADM | Other securities | — | $564K | $854K | 7.8% | |
| Money Market Funds Fidelity Government Port-I | Cash / Money Market | — | $237K | $237K | 2.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 62-1477251 |
| — |
| NONE |
| $7K |
| — |
| CANNON WRIGHT BLOUNT PLLC | 62-1657946 | — | NONE | $4K | — |
