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 |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $76K | — |
| COHEN WEISS AND SIMON LLP | 13-1592323 | — | NONE | $56K | — |
| AMERISERVE | 25-1689052 | — | NONE | $27K | — |
| CYPHER & CYPHER CPA'S | 25-1385288 | — | NONE | $8K | — |
| KOSMERL & COMPANY P.C. | — | READING, PA | NONE | $7K | — |
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 |
|---|---|---|---|
| PATHROAD BALANCED GROWTH & INCOME AMERISERVE TRUST & FINANCIAL SERVICES · EIN 54-2080038 / PN 001 | Common Collective Trust | $14.7M | 88.2% |
| PATHROAD LONG TERM EQUITY GROWTH AMERISERVE TRUST & FINANCIAL SERVICES · EIN 54-2080047 / PN 001 | Common Collective Trust | $104K | 0.6% |
| PATHROAD CAPITAL APPRECIATION & INC AMERISERVE TRUST & FINANCIAL SERVIICES · EIN 54-2080043 / PN 001 | Common Collective Trust | $35K | 0.2% |
| PATHROAD CONSERVATIVE GROWTH & INCO AMERISERVE TRUST & FINANCIAL SERVICES · EIN 54-2080035 / PN 001 | Common Collective Trust | $33K | 0.2% |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 006 | Common Collective Trust | $3K | <0.1% |
| PATHROAD CONSERVATIVE FIXED INCOME AMERISERVE TRUST & FINANCIAL SERVICES · EIN 54-2080030 / PN 001 | Common Collective Trust | $16 | <0.1% |
