Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | ASSET MANAGEMENT | $27K | — |
| PINNACLE FINANCIAL SERVICES, INC. | 59-2438373 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $12.9M | 97.5% | |
| Standard Insurance Co. 500 Index Admiral Fund | Common Stock | — | — | $4.8M | 36.3% | |
| Standard Insurance Co. Total Bond Market Index Admiral Fund | Common Stock | — | — | $3.6M | 27.2% | |
| Standard Insurance Co. Cap Preservation Fund ** 850 * Standard Insurance Co. International Equity Index Instituational Fund | Common Stock | — | — | $2.5M | 18.7% | |
| Standard Insurance Co. Small Cap Index Admiral Fund | Common Stock | — | — | $898K | 6.8% | |
| Standard Insurance Co. Mid Cap Index Admiral Fund | Common Stock | — | — | $864K | 6.5% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - 4.25% to 9.50%, various maturities. | Bonds / Notes | — | — | $293K | 2.2% | |
| Standard Insurance Co. Large Cap Growth Fund | Common Stock | — | — | $99K | 0.8% | |
| Standard Insurance Co. New Perspective Fund | Common Stock | — | — | $49K | 0.4% | |
| Standard Insurance Co. Equity-Income Admiral Fund | Common Stock | — | — | $42K | 0.3% | |
| Standard Insurance Co. Special Small Cap Fund | Common Stock | — | — | $21K | 0.2% | |
| Standard Insurance Co. Core Plus Bond Instituational Fund ** 29 * Standard Insurance Co. Explorer Admiral Fund | Common Stock | — | — | $17K | 0.1% | |
| Standard Insurance Co. Real Estate Securities Fund | Common Stock | — | — | $11K | <0.1% | |
| Standard Insurance Co. High Yield Z Fund | Common Stock | — | — | $6K | <0.1% | |
| Standard Insurance Co. International Capital Appreciation | Common Stock | — | — | $6K | <0.1% |
| CAMBRIDGE INVESTMENT RESEARCH |
| 42-1445429 |
| — |
| INVESTMENT ADVISORY |
| $43K |
| — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | INVESTMENT ADVISORY | $4K | — |
