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 |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $75K | — |
| GRAYSTONE CONSULTING | 13-2919773 | — | NONE | $33K | — |
| CBIZ CPAS, P.C. | 43-1947695 | — | NONE | $22K | — |
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $13K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
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 |
|---|---|---|---|
| KRAMER LEVIN NAFTALIS & FRANKEL MST HERBERT SMITH FREEHILLS KRAMER (US) LLP · EIN 13-1944339 / PN 009 | Master Trust | $38.0M | 99.7% |
