Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $285K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $173K | — |
| BUCK GLOBAL LLC | 83-1116912 | — | CONSULTANT | $87K | — |
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 |
|---|---|---|---|---|---|---|
| GARDNER DENVER, INC. MASTER TRUST INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC · EIN 76-0419383 / PN 010 | Master Trust |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBIN BROWN LLP | 43-0765316 | — | ACCOUNTANT/AUDITOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOLEY & LARDNER LLP | 39-0473800 | — | ATTORNEY/LEGAL | $16K | — |
| — |
| — |
| $1.4B |
| 99.0% |
| Various (includes Registered Investment Companies, Self Directed Brokerage, Employer Interest Held in Master Trust Securities, etc.) | — | — | — | $1.4B | 98.8% |
| Participants* 10.25% with maturity dates through October 2035. — | — | — | — | $11.1M | 0.8% |
| Participant Loans Participant Loans | Participant loans | — | — | $11.1M | 0.8% |
