Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES | 13-2831500 | HOPATCONG, NJ | NONE | $252K | — |
| AETNA | 06-0843888 | PARSIPPANY, NJ | NONE | $195K | — |
| DAVIS VISION, INC | 11-3051991 | SAN ANTONIO, TX | NONE | $81K | — |
| DA GERSON, CPA & ASSOCIATES, PC | 22-3163246 | ROCHELLE PARK, NJ | NONE | $31K | — |
| TIMOTHY HOTT, ESQ. | 22-3724341 | RIDGEFIELD PARK, NJ | NONE | $13K | — |
| LINDABURY, MCCORMICK, ESTABROOK |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Financial Fixed Rate Money Fund | — | — | $12.0M | $11.7M | 68.2% | |
| TD Wealth Money Fund 845 Fixed Income | — | — | $1.6M | $1.6M | 9.3% | |
| 22-1943551 |
| WESTFIELD, NJ |
| NONE |
| $11K |
| — |
| Amalgamated Bank CCT |
| — |
| — |
| $1.5M |
| $1.5M |
| 8.7% |
| LONGVIEW BROAD MARKET 3000 INDEX FU AMALGAMATED BANK · EIN 13-4920330 / PN 020 | Common Collective Trust | — | — | $1.5M | 8.7% |
