Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNCAN WILLIAMS ASSET MANAGEMENT | 47-3030907 | — | INVESTMENT ADVISORY | $79K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $63K | — |
| BURLEIGH CONSULTING GROUP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $861K | 4.0% |
| 62-0842964 |
| — |
| CONTRACT ADMINISTRATOR |
| $2K |
| — |
| VANGUARD 500 INDEX FUND ADMIRAL | — | — | $858K | $858K | 4.0% |
| PRINCIPAL LIQUID ASSETS SEPARATE AC | — | — | $465 | $4K | <0.1% |
