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 |
|---|---|---|---|---|---|
| SEI | 23-1707341 | — | NONE | $236K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $61K | — |
| BLITMAN & KING, LLP | 16-1047304 | — | NONE | $51K | — |
| RENEE SAGER | 15-6016579 | — | EMPLOYEE | $44K | — |
| TOBIE WEILAND | 15-6016579 | — | EMPLOYEE | $31K | — |
| UPSTATE ADVISORS GROUP | 16-1540179 | — |
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 |
|---|---|---|---|
| SEI CORE PROPERTY COLLECTIVE INVEST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | $5.3M | 8.1% |
| SEI GLOBAL PRIVATE ASSET IV SEI TRUST COMPANY · EIN 81-5067490 / PN 045 | Common Collective Trust | $2.4M | 3.8% |
| GPA V, LP |
| NONE |
| $21K |
| — |
| DERMODY, BURKE & BROWN, CPAS, LLC | 01-0723685 | — | NONE | $19K | — |
| JOSEPH W. MCCARTHY & ASSOCIATES | 16-1120588 | — | NONE | $17K | — |
| JENNIFER MARTELL | 15-6016579 | — | EMPLOYEE | $15K | — |
Common Collective Trust |
| $1.4M |
| 2.2% |
| GPA VI, LP SEI GLOBAL PRIVATE ASSETS VI · EIN 92-0237855 / PN 165 | Common Collective Trust | $186K | 0.3% |
