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 |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | AUDITOR | $38K | — |
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 | |||
|---|---|---|---|
| NT COLLECTIVE S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS COLLECTIVE FUNDS TRUST · EIN 45-6138589 / PN 003 | Common Collective Trust | $7.4M | 56.5% |
| INVESCO CORE PLUS FIXED INCOME TR. INVESCO NATIONAL TRUST COMPANY · EIN 84-1126600 / PN 001 | Common Collective Trust | $5.5M | 42.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARCHER BYINGTON GLENNON, LLP | — | MELVILLE, NY | LEGAL COUNSEL | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST ACTUARIAL CONSULTING, INC. | 26-3842522 | — | NONE | $42K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $3K | — |
