Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SALTZMAN & JOHNSON | 94-2376174 | — | NONE | $52K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Certificates of Deposit 250,000 Bank of America 5.250% 05/22/25 | Bonds / Notes | — | $250K | $250K | 23.9% | |
| US Treasury Bill 4.054% 10/30/25 | U.S. Treasuries | — | $242K | $240K | 22.9% | |
| E.I.N. 83-6467399; PLAN NO. 501 DECEMBER 31, 2024 Face Interest Maturity Fair Value Interest-Bearing Cash Rate Date Value Cost $ Wells Fargo Money Market Accounts Var. N/A | Cash / Money Market | — | $54K | $54K | 5.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
