Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAY BRIDGE ADMINISTRATORS, LLC | 02-0694124 | AUSTIN, TX | CONTRACT ADMINISTRATOR | $302K | — |
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | LINCOLN, NE | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares Core S&P 500 ETF (IVV) Exchange-Traded Fund | Other securities | — | $435K | $439K | 14.8% | |
| Ishares S&P MIDCAP 400 INDEX (IJH) Exchange-Traded Fund | Other securities | — | $218K | $216K | 7.3% | |
| Exchange-Traded Funds Ishares Core MSCI EAFE ETF (IEFA) Exchange-Traded Fund | Other securities | — | $159K | $172K | 5.8% | |
| Ishares Core S&P Small Cap E (IJR) Exchange-Traded Fund | Other securities | — | $154K | $170K | 5.7% | |
| JPMORGAN STRAT INC OPPORT I (JS0SX) Mutual Funds | Common Stock | — | $149K | $150K | 5.1% | |
| Blackrock Strategic Inc. 0PP I (BSIIX) Mutual Funds | Common Stock | — | $150K | $149K | 5.0% | |
| PIMCO Income 12 (PONPX) Mutual Funds | Other securities | — | $152K | $149K | 5.0% | |
| Neuberger Berman Str Inc Inst (NSTLX) Mutual Funds | Common Stock | — | $147K | $149K | 5.0% | |
| TCW METWEST INTM BD I (MWIIX) Mutual Funds | Other securities | — | $149K | $148K | 5.0% | |
| American New World F2 (NFFFX) Mutual Funds | Mutual Funds | — | $60K | $66K | 2.2% | |
| GQG Partners Emrg Mkts EQ INS (GQGIX) Mutual Funds | Other securities | — | $57K | $66K | 2.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ATCHLEY & ASSOCIATES, LLP |
| 74-2920819 |
| AUSTIN, TX |
| ACCOUNTANT |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEAT | 74-1874446 | AUSTIN, TX | PLAN SPONSOR | $120K | — |
