Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | — | NONE | $209K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $123K | — |
| NWPS | 04-3721424 | — | NONE | $91K | — |
| MCFADDEN & ASSOCIATES INSURANCE SVC | 71-1015460 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Short-Term Investment Grade Fund | Other securities | — | $2.1M | $2.1M | 23.2% | |
| US Bank Daily Income Money Market Fund | Cash / Money Market | — | $2.1M | $2.1M | 23.2% | |
| Union Bank Savings Account, 0.05% | Bonds / Notes | — | $2.0M | $2.0M | 23.0% | |
| Dodge & Cox Dodge & Cox Income Fund | Other securities | — | $1.7M | $1.5M | 16.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $40K |
| — |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | 94-2576729 | — | NONE | $39K | — |
| US BANK | 31-0841368 | — | NONE | $29K | — |
| SMART SOURCE LLC | 30-0830429 | — | NONE | $14K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | NONE | $10K | — |
