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 |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $111K | — |
| BERTZ, HESS & CO LLC | 23-1709427 | — | NONE | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST CO. · EIN 23-2712853 / PN 001 | Common Collective Trust | $1.8M | 6.4% |
