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 |
|---|---|---|---|---|---|
| SEI INVESTMENTS | — | OAKS, PA | INVESTMENT ADVISORY | $192K | — |
| METLIFE INVESTMENT MANAGEMENT LLC | 81-3725807 | — | INVESTMENT MANAGEMENT | $109K | — |
| ATLANTA CAPITAL MANAGEMENT | 58-2236910 | — | INVESTMENT MANAGEMENT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY |
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 |
|---|---|---|---|
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $1.6M | 1.8% |
| 42-0127290 |
| — |
| CONTRACT ADMINISTRATOR |
| $181K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 31-0841366 | — | INV ADV PARTICIPANTS | $17K | — |