Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOTAL BENEFIT SOLUTIONS, LLC | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Heritage Bank Interest Bearing Cash | Cash / Money Market | — | $1.6M | $1.6M | 88.6% |
| BELLEVUE, WA |
| NONE |
| $391K |
| — |
| CLG EMPLOYER RESOURCES | 27-4743785 | — | NONE | $318K | — |
| VIMLY BENEFIT SOLUTIONS | 91-1603312 | — | NONE | $317K | — |
| WA HOSPITALITY ASSOCIATION | 91-0586362 | — | PARTICIPATING EMPLOYER | $91K | — |
| TELADOC HEALTH | 04-3705970 | — | NONE | $48K | — |
| COMPSYCH | 36-3739783 | — | NONE | $44K | — |
| ASSURED PARTNERS OF WA, LLC | 38-3942963 | — | NONE | $37K | — |
| PARKER, SMITH & FEEK, LLC | — | BELLEVUE, WA | NONE | $35K | — |
| ESSENTIAL BENEFITS LLC | 45-5125484 | — | NONE | $29K | — |
| ACRISURE NW PARTNERS INSURANCE SERV | — | GRAND RAPIDS, MI | NONE | $27K | — |
| USI NW DBA KIBBLE & PRENTICE | — | SEATTLE, WA | NONE | $24K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $23K | — |
| AARON ZWEIFACH | — | EDMONDS, WA | NONE | $15K | — |
| ALLIANT INSURANCE SERVICES INC. | — | SEATTLE, WA | NONE | $12K | — |
| BARLOW COUGHRAN MORALES & JOSEPHERS | — | SEATTLE, WA | NONE | $12K | — |
| J FRANKLAND EMPLOYEE BENEFITS SER | — | SEATTLE, WA | NONE | $12K | — |
| HUB INTERNATIONAL NORTHWEST LLC | — | BOTHELL, WA | NONE | $9K | — |
| PAYCHECX INSURANCE AGENCY, INC | 16-1528391 | — | NONE | $8K | — |
| MADDOCK & ASSOCIATES LLC | 91-1280409 | — | NONE | $8K | — |
| BELL-ANDERSON AGENCY, INC | 91-0756278 | — | NONE | $7K | — |
| MUTUAL BENEFITS INC | — | SEATTLE, WA | NONE | $6K | — |
| VANCO | — | BLOOMINGTON, MA | NONE | $6K | — |
| MARK DANIEL HOWELL | — | DALLAS, TX | NONE | $5K | — |
| BERG BEENFITS, INC | — | TACOMA, WA | NONE | $5K | — |
