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 |
|---|---|---|---|---|---|
| AMALGAMATED LIFE INSURANCE CO | — | NEW YORK, NY | RETAINED BY CLIENT | $265K | — |
| SCHULTE ROTH & ZABEL LLP | — | NEW YORK, NY | RETAINED BY CLIENT | $173K | — |
| INNOVATIVE SOFTWARE SOLUTIONS | 52-1796473 | MAPLE SHADE, NJ | RETAINED BY CLIENT | $105K | — |
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY CLIENT | $54K | — |
| ALICO | — | WHITE PLAINS, NY | RETAINED BY CLIENT | $45K | — |
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 |
|---|---|---|---|
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | $25.6M | 11.5% |
| NEW YORK LIFE ANCHOR ACCOUNT |
| ALLIANT INSURANCE |
| — |
| NEW YORK, NY |
| RETAINED BY CLIENT |
| $30K |
| — |
| NOVAK FRANCELLA | — | NEW YORK, NY | RETAINED BY CLIENT | $25K | — |
| MARINER CONSULTING | 59-3676225 | WINTER PARK, FL | RETAINED BY CLIENT | $18K | — |
| NATIONAL RETIREMENT FUND | — | WHITE PLAINS, NY | RETAINED BY CLIENT | $7K | — |
| J W THOMPSON INVESTMENTS LLC | — | SINGR ISLAND, FL | RETAINED BY CLIENT | $6K | — |
Pooled Separate Account |
| $0 |
| <0.1% |
