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 |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | AUDITOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY KANE, PLLC | 88-1989795 | — | LEGAL COUNSEL | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| PARAMETRIC DEFENSIVE EQUITY FUND PARAMETRIC PORTFOLIO ASSOCIATES, LLC · EIN 32-0463932 / PN 001 | 103-12 Investment Entity | $6.7M | 9.1% |
| LOOMIS SAYLES MULTISECTOR FULL DISC LOOMIS SAYLES TRUST COMPANY · EIN 20-8080381 / PN 701 |
| UNITED TEAMSTER FUND | 13-5549593 | — | NONE | $115K | — |
| NEW ENGLAND PENSION CONSULTANTS | 26-1429809 | — | NONE | $75K | — |
| O'SULLIVAN ASSOCIATES | 20-8199367 | — | NONE | $59K | — |
| BOSTON TRUST WALDEN COMPANY | — | BOSTON, MA | NONE | $47K | — |
| INTERCONTINENTAL REAL ESTATE | — | BOSTON, MA | NONE | $37K | — |
| AUTOMATIC DATA PROCESSING, INC. | 22-1467904 | — | NONE | $34K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | NONE | $22K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $20K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | — | NONE | $19K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $16K | — |
| PBI RESEARCH SERVICES | — | MINNEAPOLIS, MN | NONE | $15K | — |
| BOND, SCHOENECK, & KING PLLC | 27-0015651 | — | NONE | $9K | — |
| ORRICK, HERRINGTON & SUTCLIFFE, LLP | 94-2952627 | — | NONE | $6K | — |
Common Collective Trust |
| $5.3M |
| 7.1% |
| SSGA US TREASURY INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 85-1553502 / PN 001 | Common Collective Trust | $3.1M | 4.2% |
