Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY ADVISORS | 35-2082411 | PLYMOUTH MEETING, PA | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Short-Term Bond Fund Institutional Class " | Other securities | — | $1.6M | $1.6M | 46.6% | |
| Vanguard Ultra Short-Term Bond Fund Admiral Shares " | Other securities | — | $350K | $353K | 10.2% | |
| Baird Ultra Short Bond Fund Institutional Class " | U.S. Treasuries | — | $351K | $351K | 10.2% | |
| Dreyfus Money Market Fund Service Mutual fund | Cash / Money Market | — | $105K | $105K | 3.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
