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 RETIREMENT SERVICES | 13-3745616 | WHITE PLAINS, NY | RECORDKEEPING | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT TRUST | 11-1805969 | WHITE PLAINS, NY | TRUSTEE | $106K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VALUE EQUITY COLLECTIVE FUND DEPRINCE RACE & ZOLLO MASTER TRUST · EIN 26-3175842 / PN 027 | Common Collective Trust | $2.2M | 5.7% |
