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 |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $200K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADY, MCGUIRE, & STEINBERG, PC | 13-4089943 | — | ATTORNEY | $45K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 123 | Pooled Separate Account | $46.6M | 5.4% |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 440 | Pooled Separate Account | $15.7M | 1.8% |
| Indirect comp |
|---|
| T. GORDON | 13-6321935 | — | NONE | $274K | — |
| M. MONTERROSO | 13-6321935 | — | NONE | $269K | — |
| R. STREETER | 13-6321935 | — | NONE | $264K | — |
| M. DUNN | 13-6321935 | — | NONE | $219K | — |
| D. BROWN | 13-6321935 | — | NONE | $212K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $114K | — |
| A. DAVIS | 13-6321935 | — | NONE | $83K | — |
| E. RABOT | 13-6321935 | — | NONE | $63K | — |
| E. MAGALLANES | 13-6321935 | — | NONE | $63K | — |
| L. LUPFER | 13-6321935 | — | NONE | $47K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $30K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $27K | — |
| CYBERSECOP, LLC | 82-5102242 | — | NONE | $5K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
| LARGE CAP VALUE/LSV ASSET MGMT EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 318 |
Pooled Separate Account |
| $15.3M |
| 1.8% |
| LARGE CAP BLEND/MFS FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 177 | Pooled Separate Account | $10.7M | 1.3% |
| BALANCED I WELLINGTON MGMT EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 084 | Pooled Separate Account | $7.2M | 0.8% |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 299 | Pooled Separate Account | $5.4M | 0.6% |
