Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF SC | 57-0287419 | — | NONE | $112K | — |
| THE TABEN GROUP | 48-0770908 | — | NONE | $37K | — |
| CVS PHARMACY, INC | 05-0340626 | — | NONE |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SIIT Core Fixed Income-A Registered Investment Company | — | — | — | $32.8M | 45.8% | |
| SEI Inst Inv Large Cap Index-A Registered Investment Company | — | — | — | $12.8M | 17.9% | |
| SEI Inst Inv World EQ-EX-US-A Registered Investment Company | — | — | — | $10.3M | 14.4% | |
| SEI Multi Asset Real Ret-A Registered Investment Company | — | — | $3.7M | $3.2M |
| $29K |
| — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $26K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $23K | — |
| WILLIS TOWERS WATSON | — | NEW YORK, NY | NONE | $22K | — |
| WESTIN CROWN CENTER IN KANSAS CITY | — | KANSAS CITY, MO | NONE | $13K | — |
| CBIZ ADVISORS LLC | 34-1874260 | — | NONE | $13K | — |
| SPENCER FANE BRITT & BROWNE | 44-0561981 | — | NONE | $8K | — |
| 4.5% |
| SEI Extended Market Index-A Registered Investment Company | — | — | $3.0M | $2.7M | 3.7% |
| SIIT High Yield Bond Registered Investment Company | — | — | $2.3M | $2.0M | 2.8% |
| SEI Inst Inv Emg Mkt Debt-A Registered Investment Company | — | — | $2.2M | $2.0M | 2.7% |
| JP Morgan US Tres Inc IJPM199 Registered Investment Company | — | — | $176K | $176K | 0.2% |
