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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | NONE | $67K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $44K | — |
| BOLTON | — | BLUE BELL, PA | NONE | $28K | — |
| IA OF H&F INSULATORS LOCAL UNION 26 | 16-6093637 | — |
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 | |||
|---|---|---|---|
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $1.7M | 9.1% |
| RELATED PARTY |
| $10K |
| — |
| ROBERT F. PIZZO, ESQ | 82-0553395 | — | NONE | $7K | — |
| SCOTT DAVIGNON | 52-1210569 | — | NONE | $7K | — |
