Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 12-2646110 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $36K |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AM ALGAM ATED LONGVIEW LARGECAP 500 INDEX FUND | Common Collective Trusts | — | $4.8M | $10.8M | 41.7% | |
| LONGVIEW LARGECAP 500 INDEX FUND AMALGMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $10.1M | 38.9% | |
| Registered investment companies PGIM INVESTM ENTS PGIM TOTAL RETURN BOND CL R6 | Other securities | — | — | $7.4M | 28.5% | |
| INVESCO TRUST COM PANY INVESCO BALANCED-RISK ALLOCATION CL C | Common Stock | — | $4.7M | $7.1M | 27.3% | |
| INVESCO BALANCED-RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | — | — | $5.7M | 22.1% |
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 |
|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING | 22-1467904 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED TEAMSTER FUND | 13-5549593 | — | NONE | $84K | — |
| O'SULLIVAN ASSOCIATES INC. | 20-8199367 | — | NONE | $39K | — |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. | — | MAPLE SHADE, NJ | NONE | $10K | — |
| CARY KANE LLP | 20-1942442 | — | NONE | $9K | — |
