This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | — | RECORD KEEPING | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT TRUST | 11-1805969 | — | NAMED FIDUCIARY | $187K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| VALUE EQUITY COLLECTIVE FUND DEPRINCE RACE & ZOLLO MASTER TRUST · EIN 26-3175842 / PN 027 | Common Collective Trust | $4.5M | 6.9% |