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 |
|---|---|---|---|---|---|
| MIDWEST INST TRUST COMPANY | — | WAUWATOSA, WI | CUSTODIAN | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 92-0460586 | — | NONE | $145K | — |
| GRAYSTONE INVESTMENT GROUP | — | NEW YORK, NY | NONE | $75K | — |
| WELLINGTON MANAGEMENT COMPANY | — | NEW YORK, NY |
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 |
|---|---|---|---|
| WTC-CIF II US INV GRADE CORP LONG B WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 120 | Common Collective Trust | $29.3M | 52.5% |
| WTC-CIF II US INV GRADE INTERM CORP WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 206 | Common Collective Trust | $6.9M | 12.4% |
| NONE |
| $70K |
| — |
| EISNERAMPER LLP | 87-1363769 | — | NONE | $33K | — |
| THE BANK OF NEW YORK MELLON CORP | — | NEW YORK, NY | NONE | $14K | — |
| WTC-CIF II US LONG STRIPS PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 182 |
Common Collective Trust |
| $6.1M |
| 11.0% |
| WTC-CTF ULTRA SHORT DURATION WELLINGTON TRUST COMPANY, NA · EIN 45-3995022 / PN 001 | Common Collective Trust | $4.2M | 7.5% |
| WTC-CIF II US LONG TREAS PORTPOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 173 | Common Collective Trust | $4.0M | 7.2% |
| EB DV NON-SL BROAD MARKET STOCK IND BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 268 | Common Collective Trust | $0 | <0.1% |
| EB DV NON-SL INT'L STOCK INDEX FUND BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 213 | Common Collective Trust | $0 | <0.1% |
