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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 94-3149038 | — | NONE | $150K | — |
| FIDUCIENT | 36-4001764 | — | NONE | $83K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $56K | — |
| STATE STREET BANK & TRUST CO. | 04-1867445 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| GQG PARTNERS INTERNATIONAL EQUITY GQG PARTNERS LLC · EIN 82-6253445 / PN 011 | Common Collective Trust | $5.9M | 5.9% |
| EARNEST PARTNERS SMID CAP VALUE EARNEST PARTNERS LLC · EIN 26-4377500 / PN 041 | Common Collective Trust | $3.6M | 3.6% |
| STATE STREET REAL ASSET FUND CLASS STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 001 | Common Collective Trust | $3.0M | 3.0% |
| NONE |
| $39K |
| — |
| OCTOBER THREE CONSULTING, LLC | 27-1175487 | — | NONE | $19K | — |
| BAKER, NEWMAN AND NOYES | 01-0494526 | — | NONE | $16K | — |
| VERRILL DANA LLP | 01-0176117 | — | NONE | $10K | — |
| SSGA REAL ASSET | — | BOSTON, MA | NONE | $9K | — |
