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 |
|---|---|---|---|---|---|
| EMPOWER INSURANCE CO OF AMERICA | 06-1050034 | GREENWOOD VILLAGE, CO | NONE | $153K | — |
| CLEARY JOSEM TRIGANNI LLP | — | PHILADELPHIA, PA | NONE | $27K | — |
| ONEILL CONSULTING CORP | 23-1719817 | WAYNE, PA | NONE | $25K | — |
| NOVAK FRANCELLA | — | BALA CYNWYD, PA | NONE | $12K | — |
| ANTHONY M PONTARELLI CPA LLC | 32-0048632 | FEASTERVILLE, PA | NONE | $9K | — |
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 |
|---|---|---|---|
| DRYDEN S&P 500 INDEX EAIC · EIN 06-1050034 / PN 123 | Pooled Separate Account | $7.5M | 10.9% |
| LARGE CAP GROWTH/JP MORGAN EAIC · EIN 06-1050034 / PN 141 | Pooled Separate Account | $4.9M | 7.1% |
| MID CAP GROWTH/ARTISAN PARTNERS |
Pooled Separate Account |
| $1.4M |
| 2.1% |
| INCOMEFLEX SELECT LIFETIME AGGRESSI EAIC · EIN 06-1050034 / PN 511 | Pooled Separate Account | $1.4M | 2.0% |
| MID CAP VALUE/WELLINGTON MGT EAIC · EIN 06-1050034 / PN 187 | Pooled Separate Account | $763K | 1.1% |
| JENNISON SMALL CAP CORE EQ EAIC · EIN 06-1050034 / PN 718 | Pooled Separate Account | $612K | 0.9% |
| DSY ONE INCOME FLEX TARGET BALANCE EAIC · EIN 06-1050034 / PN 697 | Pooled Separate Account | $542K | 0.8% |
| MID CAP VALUE/ROBECO BOSTON PARTNER EAIC · EIN 06-1050034 / PN 440 | Pooled Separate Account | $352K | 0.5% |
| INTL VALUE/LSV ASSET MGT EAIC · EIN 06-1050034 / PN 415 | Pooled Separate Account | $338K | 0.5% |
| CORE PLUS BOND/PGIM FUND EAIC · EIN 06-1050034 / PN 299 | Pooled Separate Account | $333K | 0.5% |
| SMALL CAP VALUESILVERCREST ASSET MG EAIC · EIN 06-1050034 / PN 126 | Pooled Separate Account | $330K | 0.5% |
| INCCOMEFLEX SELECT BALANCED FUND EAIC · EIN 06-1050034 / PN 513 | Pooled Separate Account | $325K | 0.5% |
| INCOME FLEX SELECT CONSERVATIVE GRO EAIC · EIN 06-1050034 / PN 514 | Pooled Separate Account | $187K | 0.3% |
| INTL GROWTH/ARTISAN PARTNERS EAIC · EIN 06-1050034 / PN 259 | Pooled Separate Account | $149K | 0.2% |
| INCOMEFLEX SELECT GROWTH FUND EAIC · EIN 06-1050034 / PN 512 | Pooled Separate Account | $96K | 0.1% |
| SMALL CAP VALUE/BNY EAIC · EIN 06-1050034 / PN 410 | Pooled Separate Account | $4K | <0.1% |
