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 |
|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT | 05-0530199 | NEW YORK, NY | NONE | $261K | — |
| GW & K INVESTMENT MANAGEMENT |
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 | |||
|---|---|---|---|
| IBEW NECA EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 001 | Common Collective Trust | $74.8M | 10.4% |
| LOOMIS INTERMEDIATE DURATION FIXED LOOMIS SAYLES & COMPANY LP · EIN 20-8080381 / PN 001 | Common Collective Trust | $34.4M | 4.8% |
| MFB NT COLLECTIVE RUSSELL 1000 GROW NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 099 | Common Collective Trust | $22.1M | 3.1% |
| 80-0250512 |
| BOSTON, MA |
| NONE |
| $136K |
| — |
| DOLAN MCENIRY CAPITAL MANAGEMENT | 36-4169967 | CHICAGO, IL | NONE | $88K | — |
| MANNING & NAPIER ADVISORS LLC | 45-3328488 | FAIRPORT, NY | NONE | $75K | — |
| GERSON & ASSOC., CPAS AND ADVISORS | 22-3163246 | ROCHELLE PARK, NJ | NONE | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WCM FOCUSED INTL GROWTH FUND, LP | 20-8941519 | LAGUNA BEACH, CA | NONE | $395K | — |
| IE SHAFFER AND COMPANY | 22-1750854 | WEST TRENTON, NJ | NONE | $346K | — |
| WEAVER C BARKSDALE AND ASSOC INC | 62-1217255 | NASHVILLE, TN | NONE | $198K | — |
| SAGE ADVISORY SERVICES | 74-2798841 | AUSTIN, TX | NONE | $155K | — |
| LOOMIS SAYLES TRUST CO | 20-8080381 | BOSTON, MA | NONE | $89K | — |
| CHARTWELL INVESTMENT PARTNERS LLC | 36-4776242 | BERWYN, PA | NONE | $86K | — |
| KEYSTONE 74 BENEFITS AND ADMIN. LLC | — | PLYMOUTH MEETING, PA | NONE | $75K | — |
| MORGAN STANLEY GRAYSTONE | 26-4310632 | NEW YORK, NY | NONE | $63K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | CHICAGO, IL | NONE | $41K | — |
| LAW OFFICES OF TIMOTHY R HOTT PC | 22-3724341 | CLIFFWOOD, NJ | NONE | $18K | — |
| ORANSY SCARAGGI AND BORG PC | 22-3522685 | WEST CALDWEL, NJ | NONE | $18K | — |
