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 |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT COMPANY | 04-2848965 | — | NONE | $93K | — |
| LAZARD ASSET MANAGEMENT | 05-0530199 | — | NONE | $68K | — |
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.
| % of plan | |||
|---|---|---|---|
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $78K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | 34-1542819 | — | INVESTMENT ADVISOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARKE & SAMPSON, INC. | 54-0657005 | — | INSURANCE BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | ACCOUNTANT | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT M. CHEVERIE & ASSOC., P.C. | 06-1335139 | — | ATTORNEY | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES, INC. | 13-2889432 | — | NONE | $359K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $219K | — |
| PINNACLE ASSOCIATES LTD. | 13-3220717 | — | INVESTMENT MGR | $85K | — |
| BASIL CASTROVINCI ASSOCIATES INC. | 13-2831500 | — | NONE | $57K | — |
| SAGE ADVISORY SERVICES, LTD. CO. | 74-2798841 | — | NONE | $53K | — |
| INSIGHT NORTH AMERICA LLC | 82-0983489 | — | NONE | $46K | — |
