Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | 68-0251243 | — | PLAN AUDITOR | $5K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Applied Behavior Consultants, Inc. | — | — | $4.6M | $4.2M | 88.6% | |
| Schwab Balanced Fund | — | — | $318K | $322K | 6.8% |
