Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $74K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Other securities | — | — | $5.1M | 38.6% | |
| Vanguard Total Intl Stock Index Fund | Other securities | — | — | $2.7M | 20.5% | |
| Vanguard 500 Index Fund | Other securities | — | — | $1.8M | 13.9% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $1.7M | 12.6% | |
| Schwab Bank Savings Money Market Fund | Cash / Money Market | — | — | $668K | 5.0% | |
| Vanguard Small Cap Index Fund | Other securities | — | — | $466K | 3.5% | |
| Vanguard Mid Cap Index Fund | Other securities | — | — | $402K | 3.0% | |
| Vanguard Emerg Mkts Stock Index Fund | Other securities | — | — | $205K | 1.5% |
