Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEDAMERICA FINANCIAL SERVICES | 91-2088721 | — | WHOLLY OWNED SUBSIDIARY | $389K | — |
| CERITY PARTNERS LLC | 27-1180831 | NEW YORK, NY | INDEPENDENT | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Net Gainor (Loss) Net Gainor (Loss) $ (h) Date (h) Date of Asset onTransaction | Other securities | — | — | $26.5M | 97.2% | |
| Schwab Bank Savings Money market fund | Mutual Funds | — | $756K | $756K | 2.8% | |
| 16 - (i) | Other securities | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
