Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | 13-2501278 | — | NONE | $366K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $120K | — |
| BUCHALTER | 95-2640846 | — | NONE | $94K | — |
| GILBERT & SACKMAN |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| E.I.N. 95-6125213; PLAN NO. 501 DECEMBER 31, 2024 Face Fair Value Short-Term Investment Fund Value Cost $ 9,120,930 Northern Institutional Funds Government Portfolio* | Other securities | — | $9.1M | $9.1M | 40.5% | |
| No. of Shares Mutual Funds 268,768 Baird Short-Term Bond Fund | Other securities | — | $2.5M | $2.6M | 11.3% | |
| Vanguard Short-Term Inflation Protected Securities Admiral Fund | Other securities | — | $2.2M | $2.3M | 10.0% | |
| Vanguard Intermediate-Term Bond Index Admiral Fund | Other securities | — | $1.0M | $1.1M | 4.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2906951 |
| — |
| NONE |
| $66K |
| — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $35K | — |
| MUFG UNION BANK | 94-0304228 | — | NONE | $33K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $14K | — |
| BERRY & CO., CPAS | 88-0400174 | — | NONE | $14K | — |
| THE NORTHERN TRUST CO. | 36-1561860 | — | NONE | $7K | — |
