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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | NONE | $37K | — |
| M&T INVESTMENT GROUP | — | BUFFALO, NY | NONE | $22K | — |
| USI CONSULTING GROUP | 06-1053228 | PITTSBURGH, PA | NONE | $20K | — |
| NOTTINGHAM ADVISORS | — | AMHERST, NY | NONE | $15K | — |
| BUFFAMANTE, WHIPPLE, BUTTAFARO PC | 16-1117932 | JAMESTOWN, NY | NONE | $11K | — |
| BLITMAN & KING LLP |
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 |
|---|---|---|---|
| FLEXPATH LARGE CAP VALUE FUND WILMINGTON TRUST · EIN 16-1486454 / PN 001 | Common Collective Trust | $4.8M | 11.7% |
| MID CAP EQUITY INDEX FUND BLACKROCK · EIN 20-3802587 / PN 004 | Common Collective Trust | $2.2M | 5.4% |
| RUSSELL 2000 INDEX FUND |
| 16-1047304 |
| SYRACUSE, NY |
| NONE |
| $8K |
| — |
Common Collective Trust |
| $1.5M |
| 3.7% |
