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 |
|---|---|---|---|---|---|
| FRANK M. VACCARO & ASSOCIATES | 23-3013555 | — | NONE | $286K | — |
| INVESTMENT PEFORMANCE SERVICES | 58-2432390 | — | NONE | $60K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $58K | — |
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $39K | — |
| CLEARY,JOSEM & TRIGIANI LLP | 23-2657967 | — | NONE | $31K | — |
| LAW OFFICES OF BRIAN SULLIVAN |
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 |
|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $2.7M | 6.5% |
| WASHINGTON CAPITAL JOINT MASTER TRU |
| 86-2988539 |
| — |
| NONE |
| $30K |
| — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $29K | — |
| SIERRA INVESTMENT PARTNERS INC | 68-0370668 | — | NONE | $25K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $22K | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $20K | — |
| SEGALL BRYANT & HAMILL | 46-6418945 | — | NONE | $19K | — |
| BANK OF AMERICA, NA | 94-1687665 | — | NONE | $17K | — |
103-12 Investment Entity |
| $2.1M |
| 5.2% |
