Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | AUSTIN, TX | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Value | — | — | — | $11.4M | 99.3% |
| Indirect comp |
|---|
| LEGACY BENEFIT SERVICES LLC | 71-0948945 | GREENWOOD VILLAGE, CO | TPA | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESRCH | 42-1445429 | FAIRFIELD, IA | TP SERVICE PROVIDER | $0 | — |
