Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $240K | — |
| PAYDEN & RYGEL | 95-3921788 | — | NONE | $81K | — |
| THE WAGNER LAW GROUP | 04-3323315 | — | NONE | $56K | — |
| PROGRESSIVE BENEFIT SOLUTIONS, INC | 56-2475468 | — | NONE | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund RIC N/A | Other securities | — | $17.1M | $24.0M | 56.8% | |
| iShares MBS EFT RIC N/A | Other securities | — | $3.9M | $4.0M | 9.4% | |
| Payden Strategic Income Fund RIC N/A | Other securities | — | $3.6M | $3.4M | 8.1% | |
| iShares Iboxx Invt Grade RIC N/A | Other securities | — | $3.1M | $2.8M | 6.5% | |
| Invesco NASDAQ 100 EFT RIC N/A | Other securities | — | $1.7M | $2.1M | 5.0% | |
| iShares Core S&P Mid-Cap RIC N/A | Other securities | — | $2.1M | $2.0M | 4.7% | |
| iShares 7-10 Year RIC N/A | Other securities | — | $1.6M | $1.5M | 3.7% | |
| iShares 10-20 Year RIC N/A | Other securities | — | $1.3M | $1.1M | 2.6% | |
| Charles Schwab Bank - sweep account MMF N/A Variable N/A | Other securities | — | $91K | $91K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | NONE | $40K | — |
