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 |
|---|---|---|---|---|---|
| CBIZ | 31-1582098 | — | NONE | $495K | — |
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $163K | — |
| BENEFIT TRUST COMPANY | 43-1971558 | — | NONE | $160K | — |
| RIVERBRIDGE PARTNERS, LLC | 41-1930193 | — | NONE | $103K | — |
| COPELAND | 20-3145515 | — | NONE | $75K | — |
| JOHN HANCOCK | 04-1414660 | — |
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 |
|---|---|---|---|
| MASTER TRUST FOR LIBERTY UTILITIES LIBERTY UTILITIES CO. · EIN 37-1768582 / PN 001 | Master Trust | $401.4M | 99.0% |
| NONE |
| $17K |
| — |
