Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST BUSINESS TRUST & INVESTMENTS | 39-0394950 | — | NONE | $37K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Registered Investment Company | Other securities | — | — | $1.9M | 20.9% | |
| Baird Core Plus Bond Instl Registered Investment Company | Other securities | — | — | $1.5M | 15.8% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company | Other securities | — | — | $1.4M | 15.0% | |
| Vanguard Total International Stock Registered Investment Company | Other securities | — | — | $711K | 7.7% | |
| Fidelity Advantage Equity Growth Registered Investment Company | Other securities | — | — | $584K | 6.3% | |
| Vanguard Small Cap Registered Investment Company | Other securities | — | — | $565K | 6.1% | |
| JP Morgan Equity Income Registered Investment Company | Other securities | — | — | $523K | 5.6% | |
| Vanguard Short Term Bond Index Registered Investment Company | Other securities | — | — | $498K | 5.4% | |
| DFA International Value Registered Investment Company | Other securities | — | — | $442K | 4.8% | |
| Schwab Bank Savings Interest-Bearing Cash | Cash / Money Market | — | — | $219K | 2.4% | |
| Vanguard Growth Index Admiral Registered Investment Company | Other securities | — | — | $132K | 1.4% | |
| Vanguard Value Index Admiral Registered Investment Company | Other securities | — | — | $122K | 1.3% | |
| Participant Loans 6%-10% -0- | Participant loans | — | — | $113K | 1.2% | |
| Metropolitan West Total Return Bond Registered Investment Company | Other securities | — | — | $104K | 1.1% | |
| American Funds Target Retirement 2050 Registered Investment Company | Other securities | — | — | $71K | 0.8% | |
| American Funds Target Retirement 2025 Registered Investment Company ** 26 American Funds Target Retirement 2030 Registered Investment Company | Other securities | — | — | $70K | 0.8% | |
| American Funds Target Retirement 2045 Registered Investment Company | Other securities | — | — | $62K | 0.7% | |
| T Rowe Price Growth Stock Registered Investment Company | Other securities | — | — | $49K | 0.5% | |
| American Funds Target Retirement 2055 Registered Investment Company | Other securities | — | — | $46K | 0.5% | |
| T Rowe Price New Horizon Registered Investment Company | Other securities | — | — | $38K | 0.4% | |
| American Funds Target Retirement 2040 Registered Investment Company | Other securities | — | — | $38K | 0.4% | |
| Goldman Sachs Small Cap Value Registered Investment Company | Other securities | — | — | $34K | 0.4% | |
| similar party maturity value (d) cost (e) Current value American Funds Europacific Growth Registered Investment Company | Other securities | — | — | $26K | 0.3% | |
| DFA Emerging Markets Core Equity Registered Investment Company | Other securities | — | — | $18K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral Registered Investment Company | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
