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 | $326K | — |
| ANTHEM BLUE CROSS LIFE & HEALTH INS | 95-4331852 | — | NONE | $191K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $144K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & COX INCOME FUND MUT FD | Other securities | — | $9.7M | $9.5M | 43.7% | |
| Vanguard SHORT-TM INV-GR ADMIRAL SHARES | Other securities | — | $3.5M | $3.6M | 16.3% | |
| Vanguard 500 INDEX FUND-ADMIRAL SHARES | Mutual Funds | — | $2.3M | $2.9M | 13.3% | |
| JPMorgan TRUST II U.S. GOVERNMENT MONEY MARKET FUND | Cash / Money Market | — | $1.8M | $1.8M | 8.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RAEL & LETSON | 94-1707048 | — | NONE | $67K | — |
| WEINBERG, ROGER & ROSENFELD | 94-2458080 | — | NONE | $52K | — |
| TEAMSTERS ASSISTANCE PROGRAM | 68-0048516 | — | NONE | $18K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO. | 59-1031071 | — | NONE | $14K | — |
| SMART SOURCE | 30-0830429 | — | NONE | $14K | — |
| MEDEXPERT INTERNATIONAL, INC. | 94-3360248 | — | NONE | $10K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | NONE | $10K | — |
| WELLS FARGO, NA | 94-1347393 | — | NONE | $9K | — |
| UNION INSURANCE GROUP | 36-4226088 | — | NONE | $0 | — |
