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 |
|---|---|---|---|---|---|
| BENESYS INC. | 38-2383171 | — | NONE | $172K | — |
| SEGAL COMPANY | 13-1928059 | — | NONE | $104K | — |
| WELLNESS WORKDAYS | — | HINGHAM, MA | NONE | $102K | — |
| MODERN ASSISTANCE PROGRAMS INC. | 04-3014253 | — | NONE | $54K | — |
| SEGAL ROITMAN, LLP | 04-2489114 | — | NONE | $45K | — |
| BLUE CROSS BLUE SHIELD MA | 04-1045815 |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| S&P 500 (R) EX TOBACCO INDX NL STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 04-6818878 / PN 001 | Common Collective Trust | $2.4M | 8.8% |
| U.S. TIPS INDEX NL CTF (CMY51) STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 04-0025081 / PN 152 | Common Collective Trust | $2.3M | 8.6% |
| — |
| NONE |
| $39K |
| — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $20K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $11K | — |
| ASB CAPITAL MANAGEMENT | 80-0618452 | — | NONE | $10K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | 93-1799133 | — | NONE | $9K | — |
| ASB ALLEGIANCE RE FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006 |
Common Collective Trust |
| $923K |
| 3.4% |
| U.S. TIPS INDX NL CTF (CMY5) STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 02-6138231 / PN 001 | Common Collective Trust | $0 | <0.1% |
