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 |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $35K | — |
| WARD FISHER & COMPANY LLP | 05-0234540 | — | NONE | $31K | — |
| RODIO & URSILLO, LTD | 05-0398359 | — | NONE | $17K | — |
| ADMINISTRATION SERVICES INC | 05-0345198 | — | NONE | $10K | — |
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 |
|---|---|---|---|
| SEGAL MARCO EQUITY GROUP TRUST SEGAL ADVISORS INC · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | $0 | — |
| SEGAL MARCO FIXED INCOME GROUP TRUS SEGAL ADVISORS INC · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | $0 | — |
