Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $12K | — |
| TRUTINA FINANCIAL | 47-0995939 | — | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various 403(b) Contracts and Custodial Accounts | — | — | — | $14.4M | 99.7% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | Participant loans | — | — | $45K | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEX-PLAN RETIREMENT SERVICES, INC. | 80-0102330 | ISSAQUAH, WA | OTHER SERVICES | $0 | — |
