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 ROGER CASEY | 13-2646110 | BOSTON, MA | NONE | $121K | — |
| WARD FISHER & COMPANY, LLP | 05-0234540 | WARWICK, RI | NONE | $27K | — |
| KIERNAN PLUNKETT & REDIHAN LLC | 06-1487112 | PROVIDENCE, RI | NONE | $15K | — |
| SEGAL ADVISORS INC. | 13-1835864 | BOSTON, MA | NONE | $8K | — |
| BANK OF AMERICA | 94-1687665 | GLEN ROCK, NJ | NONE | — | — |
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 |
|---|---|---|---|
| EQUITY GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | $70.5M | 48.3% |
| FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | $69.6M | 47.7% |
