Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARTIN CAPITAL PARTNERS LLC | 27-2233908 | EUGENE, OR | INVESTMENT ADVISOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME PENSIONS NORTHWEST, LLC | 87-3599091 | EUGENE, OR | TPA | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Spdr Portfolio Shrt Term Corporate Bond ETF 6,110 shares exchange-traded fund | Other securities | — | $188K | $184K | 6.1% | |
| iShares Barclays 1-3 Yr Treas 1,776 shares exchange-traded fund | Other securities | — | $150K | $147K | 4.9% | |
| iShares TR Ishs 1-5 Yr Inv 2,758 shares exchange-traded fund | Other securities | — | $144K | $144K | 4.8% | |
| iShares 0-5 Yr Tips ETF 1,061 shares exchange-traded fund | Other securities | — | $108K | $110K | 3.7% | |
| Cullen Frost Bankers Incorporated 501 shares common stock | Common Stocks | — | $43K | $63K | 2.1% | |
| Verizon Communications Inc 1,364 shares common stock | Common Stocks | — | $61K | $62K | 2.1% | |
| JP Morgan 240 shares common stock | Common Stocks | — | $25K | $59K | 2.0% | |
| Amgen 178 shares common stock | Common Stocks | — | $26K | $55K | 1.8% | |
| CME Group Incorporated 208 shares common stock | Common Stocks | — | $42K | $55K | 1.8% | |
| Black Hills Corporation 893 shares common stock | Common Stocks | — | $54K | $54K | 1.8% | |
| Entergy Corporation 623 shares common stock | Common Stocks | — | $31K | $53K | 1.8% | |
| SELCO Credit Union Checking Account Checking Account | Other securities | — | $53K | $53K | 1.8% | |
| Procter & Gamble 300 shares common stock | Common Stocks | — | $21K | $51K | 1.7% | |
| Chevron 302 shares common stock | Common Stocks | — | $27K | $51K | 1.7% | |
| Spdr Portfolio Intermediate Term Corporate Bond ETF 1,435 shares exchange-traded fund | Other securities | — | $50K | $48K | 1.6% | |
| Unilever Plc 799 shares common stock | Common Stocks | — | $41K | $48K | 1.6% | |
| Reinsurance Grp of America Inc 221 shares common stock | Common Stocks | — | $49K | $44K | 1.4% | |
| Microsoft 112 shares common stock | Common Stocks | — | $3K | $42K | 1.4% | |
| General Dynamics Corp 154 shares common stock | Common Stocks | — | $28K | $42K | 1.4% | |
| Medtronic Plc 464 shares common stock | Common Stocks | — | $44K | $42K | 1.4% | |
| SELCO Credit Union Savings Account Savings Account 1 Western Assets Income Registered investment company | Common Stocks | — | $42K | $42K | 1.4% | |
| Robert Half International Incorporated 761 shares common stock | Common Stocks | — | $57K | $42K | 1.4% | |
| Comcast Corporation 1,108 shares common stock | Common Stocks | — | $39K | $41K | 1.4% | |
| Exxon Mobil Corporation 343 shares common stock | Common Stocks | — | $20K | $41K | 1.4% | |
| ASML 61 shares common stock | Common Stocks | — | $44K | $40K | 1.3% | |
| Realty Income Corporation 691 shares common stock | Common Stocks | — | $44K | $40K | 1.3% | |
| United Parcel Service Inc Class B 359 shares common stock | Common Stocks | — | $40K | $39K | 1.3% | |
| T Rowe Price Group Inc 410 shares common stock | Mutual Funds | — | $45K | $38K | 1.3% | |
| Phillips 66 299 shares common stock | Common Stocks | — | $28K | $37K | 1.2% | |
| Novo-Nordisk 526 shares common stock | Common Stocks | — | $47K | $37K | 1.2% | |
| Total Energies SE 550 shares common stock | Common Stocks | — | $27K | $36K | 1.2% | |
| Raymond James Bank Deposit Program #1300R404 Insured Deposit Account | Other securities | — | $35K | $35K | 1.2% | |
| Coca Cola Femsa 368 shares common stock | Common Stocks | — | $17K | $34K | 1.1% | |
| Union Pacific Corporation 136 shares common stock | Common Stocks | — | $28K | $32K | 1.1% | |
| Pfizer 1,202 shares common stock | Common Stocks | — | $35K | $30K | 1.0% | |
| UnitedHealth Group Inc 52 shares common stock | Common Stocks | — | $16K | $27K | 0.9% | |
| Raymond James Bank Deposit Program #152JT787 Insured Deposit Account | Other securities | — | $27K | $27K | 0.9% | |
| LyondelBasell Industries 378 shares common stock | Common Stocks | — | $32K | $27K | 0.9% | |
| Aberdeen Asia Pac Inc Registered investment company | Common Stocks | — | $24K | $26K | 0.9% | |
| Diageo PLC 243 shares common stock | Common Stocks | — | $31K | $25K | 0.8% | |
| Home Depot Incorporated 67 shares common stock | Common Stocks | — | $20K | $25K | 0.8% | |
| Nike 312 shares common stock | Common Stocks | — | $24K | $20K | 0.7% | |
| Lockheed Martin Corp 44 shares common stock | Common Stocks | — | $15K | $20K | 0.7% | |
| iShares Tr 3-7 Yr Treas Bd 160 shares exchange-traded fund | Other securities | — | $20K | $19K | 0.6% | |
| Alliancebern Glbl Hi Inc Registered investment company | Common Stocks | — | $21K | $19K | 0.6% | |
| Devon Energy Corporation 430 shares common stock | Common Stocks | — | $18K | $16K | 0.5% | |
| Paychex Inc 101 shares common stock | Common Stocks | — | $8K | $16K | 0.5% | |
| Quest Diagnostics Incorporated 73 shares common stock | Common Stocks | — | $7K | $12K | 0.4% | |
| Jack Henry & Associates 66 shares common stock | Common Stocks | — | $10K | $12K | 0.4% | |
| Eastman Chemical Company 136 shares common stock | Common Stocks | — | $10K | $12K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BVAL CPAS & ADVISORS LLP | 45-2635340 | EUGENE, OR | AUDITOR | $10K | — |
