Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY & CO., CPA'S LTD | 88-0400174 | — | NONE | $18K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $18K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1429 Vanguard 500 Index - Admiral Shares | Mutual Funds | — | $231K | $776K | 24.3% |