Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | 31-1582098 | PHILADELPHIA, PA | NONE | $241K | — |
| AXA ADVISORS LLC | 13-4071393 | BALA CYNWYD, PA | NONE | $47K | — |
| GELTRUDE & COMPANY | 22-3363665 | NUTLEY, NJ | NONE | $11K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wells Fargo | — | — | — | $11K | 100.0% |