Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | — | WASHINGTON, DC | CUSTODIAL BANKING SERVIC | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TED WINDSOR & ASSOCIATES | 36-4374704 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Federated Hermes Government Obligations Fund Institutional | Other securities | — | $14.0M | $14.0M | 37.5% | |
| Vanguard Value ETF | Other securities | — | $5.0M | $5.7M | 15.2% | |
| Vanguard Growth ETF | Other securities | — | $4.0M | $5.1M | 13.8% | |
| Vanguard FTSE All-World EX -US Index ETF | Other securities | — | $4.0M | $3.9M | 10.5% | |
| Invesco S&P 500 Equal Weight ETF | Other securities | — | $2.3M | $2.7M | 7.2% | |
| Vanguard Index Fund Mid-Cap ETF | Other securities | — | $2.0M | $2.2M | 5.9% | |
| Pimpco Low Duration Fund Institutional | Other securities | — | $2.2M | $2.0M | 5.4% | |
| Vanguard Small-Cap ETF | Other securities | — | $818K | $914K | 2.4% | |
| Vanguard S&P 500 ETF | Other securities | — | $597K | $687K | 1.8% | |
| Truist Bank Cash | Cash / Money Market | — | $15K | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ACTUARIAL SERVICES |
| $21K |
| — |
| MORGAN STANLEY GLOBAL BANKING OPERA | — | BALTIMORE, MD | INVESTMENT ADVISORY | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDIT SERVICES | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLEVIN & HART | 52-1708613 | — | LEGAL SERVICES | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JLMCGEE CONSULTING LLC | 86-1625237 | — | MANAGEMENT SERVICES | $42K | — |
| DOYLE PRINTING & OFFSET CO. | 53-0191325 | — | PRINTING SERVICES | $17K | — |
| AKT CONSULTING | — | TOWSON, MD | IT SERVICES | $5K | — |
