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 |
|---|---|---|---|---|---|
| COLUMBIA ADVISORY GROUP | — | DALLAS, TX | INVESTMENT MANAGER | $8K | — |
| MFS | — | BOSTON, MD | INVESTMENT MANAGEMENT | $7K | — |
| TYGH CAPITAL MANAGEMENT | — | PORTLAND, OR | INVESTMENT MANAGER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | — | GLEN ROCK, NJ |
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 |
|---|---|---|---|
| UNITED REFINING COMPANY COMBINED PE UNITED REFINING COMPANY · EIN 83-6310018 / PN 007 | Master Trust | $0 | <0.1% |
| TRUSTEE |
| $59K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | — | PITTSBURGH, PA | ACTUARY | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPERIO RETIREMENT CONSULTING | — | CARY, NC | CONSULTING | $9K | — |
