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 |
|---|---|---|---|---|---|
| SEGAL ADVISORS | 13-2646110 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | TROY, MI | THIRD PARTY ADMINISTRATOR | $74K |
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 | |||
|---|---|---|---|
| BNYMELLON WALTER SCOTT GLOBAL EQUIT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 337 | Common Collective Trust | $3.5M | 13.0% |
| GLOBAL INFRASTRUCTURE FUND COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 46-3411346 / PN 064 | Common Collective Trust | $1.3M | 4.7% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLTON PARTNERS NORTHEAST, INC. | 22-3502478 | — | NONE | $50K | — |
| MENGEL METZGER BARR & CO | 16-1092347 | — | NONE | $29K | — |
| BLITMAN & KING | 16-1047304 | — | NONE | $27K | — |
| CHEVY CHASE TRUST | — | BETHESDA, MD | NONE | $21K | — |
