Annual financial disclosure for 2011, filed May 23, 2011. Includes 26 assets and 3 liabilities.
| Asset | Value |
|---|---|
Mesirow Financial, Inc. Wyoming, MI, US | $250,001 - $500,000 |
Charles Schwab Investment Management, Inc. ACWI EX US EMRG MKTS FD | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Charles Schwab & Co., Inc. | margin loan | $250,001 - $500,000 |
| Chemical Bank | other | $15,001 - $50,000 |
| Fidelity Investments | other |
Charles Schwab Investment Management, Inc. ACWI EX US EMRG MKTS FD | N/A |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| N/A |
| N/A |
| N/A |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Fidelity Investments 401(k) Plan - SPARTAN 500 INDEX | $15,001 - $50,000 |
Fidelity Investments 401(k) Plan - SPARTAN INTL INDEX | $50,001 - $100,000 |
Fidelity Investments 401(k) Plan - SPARTAN US BOND INDEX | $1,001 - $15,000 |
Fidelity Investments 401(k) Plan - SPTN EXTD MKT INDEX | $1,001 - $15,000 |
Fifth Third Bank Checking Account | $50,001 - $100,000 |
Grand Rapids Capital LLC Grand Rapids, MI, US | N/A |
Saldos Bear, LLC Grand Rapids, MI; Wyoming, MI, US | $100,001 - $250,000 |
Dynamic Source, Inc Grand Rapids, MI, US | $15,001 - $50,000 |
State of Michigan 401(k) Plan - TARGET RETIREMENT 2050 | $15,001 - $50,000 |
State of Michigan 457 Plan - TARGET RETIREMENT 2050 | $15,001 - $50,000 |
| $15,001 - $50,000 |