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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | — | RECORDKEEPER | $43K | — |
| SPECIALIZED PLAN ADMINISTRATORS | 90-0713048 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVUS ADVISORS | 80-0717897 | — | INVESTMENT ADVISOR | $21K | — |
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 |
|---|---|---|---|
| MORLEY STABLE VALUE FD 25-I UNION BOND AND TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | — |
| LAFAYETTE ADV AGGRESSIVE CL A ALTA TRUST COMPANY · EIN 46-5158300 / PN 000 | Common Collective Trust | $0 | — |
| LAFAYETTE ADV CONSERVATIVE CL A ALTA TRUST COMPANY · EIN 46-5107960 / PN 000 | Common Collective Trust |
| $0 |
| — |
| LAFAYETTE ADV MODERATE CON QDIA A ALTA TRUST COMPANY · EIN 46-5118407 / PN 000 | Common Collective Trust | $0 | — |
| LAFAYETTE ADVISORS MODERATE CLASS A ALTA TRUST COMPANY · EIN 46-5152974 / PN 000 | Common Collective Trust | $0 | — |
