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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | CUSTODIAN | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MACRO ADVISORS | 13-2646110 | — | INVESTMENT CONSULTANT | $34K | — |
| SEGAL COMPANY | 13-1835864 | — | CONSULTANT | $20K | — |
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 |
|---|---|---|---|
| MANNING & NAPIER TARGET 2030 EXETER TRUST COMPANY · EIN 02-0476209 / PN 023 | Common Collective Trust | $38.5M | 15.7% |
| MANNING & NAPIER TARGET 2020 |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEERS, HAMERMAN, COHEN & BURGER. | 47-2517893 | — | AUDITOR | $14K | — |
| NOVACK FRANCELLA | 61-1436956 | — | AUDITOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLM & O'HARA | 13-3591118 | — | ATTORNEY | $33K | — |
| ROBERT CHEVERIE & ASSOCS | 06-1335139 | — | ATTORNEY | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CT PIPE TRADES BENEFIT FUNDS ADMIN | 06-1542648 | — | ADMIN CORPORATION | $211K | — |
Common Collective Trust |
| $36.0M |
| 14.7% |
| WINSLOW LC GROWTH FUND C NUVEEN/SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $34.6M | 14.1% |
| PSA NO.25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | $28.6M | 11.6% |
| MANNING & NAPIER TARGET 2050 EXETER TRUST COMPANY · EIN 02-0476209 / PN 027 | Common Collective Trust | $13.8M | 5.6% |
| MANNING & NAPIER TARGET INCOME EXETER TRUST COMPANY · EIN 02-0476209 / PN 026 | Common Collective Trust | $9.3M | 3.8% |
| MANNING & NAPIER TARGET 2040 EXETER TRUST COMPANY · EIN 02-0476209 / PN 022 | Common Collective Trust | $6.8M | 2.8% |
| MANNING & NAPIER TARGET 2060 EXETER TRUST COMPANY · EIN 02-0476209 / PN 058 | Common Collective Trust | $6.3M | 2.5% |
