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 |
|---|---|---|---|---|---|
| STRATEGIC CAPITAL | 36-4268991 | — | INVESTMENT CONSULTANT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KELLEY GALLOWAY SMITH GOOLSBY | 61-1129886 | — | AUDITOR | $55K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | PAYROLL AUDITS | $22K | — |
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 |
|---|---|---|---|
| NIS INTERMEDIATE FIXED INCOME FUND, NATIONAL INVESTMENT SERVICES, INC. · EIN 20-0065449 / PN 004 | Common Collective Trust | $11.8M | 29.8% |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 45-4783986 / PN 001 | Common Collective Trust | $1.2M | 3.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON & KROL | 36-4342024 | — | LEGAL COUNSEL | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERSIDE HEALTH, LLC | 45-3449075 | — | HEALTHCARE MGMT SERVICE | $1.3M | — |
| ANTHEM BLUE CROSS AND BLUE SHIELD | 31-1440175 | — | NONE | $810K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $170K | — |
| CVS HEALTH | 05-0340626 | — | NONE | $110K | — |
| RINDA HOFFMAN | 31-0561070 | — | EMPLOYEE | $98K | — |
| MALIA CEFARATTI | 31-0561070 | — | EMPLOYEE | $65K | — |
| ANNA WINTER | 31-0561070 | — | EMPLOYEE | $64K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $63K | — |
| RHONDA SHARP | 31-0561070 | — | EMPLOYEE | $62K | — |
| LYN SMITH | 31-0561070 | — | EMPLOYEE | $59K | — |
| HOUSTON ROAD, LLC | 20-8987540 | — | NONE | $51K | — |
| MED-CARE MANAGEMENT | 88-0429522 | — | NONE | $50K | — |
| VALENZ | 36-4869660 | — | NONE | $46K | — |
| NATIONAL INVESTMENT SERVICES | 80-0169636 | — | INVESTMENT CONSULTING | $43K | — |
| JAYNE STULL | 31-0561070 | — | EMPLOYEE | $43K | — |
| DELTA DENTAL | 31-0685339 | — | BENEFIT ADMINISTRATOR | $39K | — |
| TERESA BEAM | 31-0561070 | — | EMPLOYEE | $37K | — |
| NET GAIN TECHNOLOGIES | 31-1221209 | — | NONE | $18K | — |
| FIFTH THIRD BANK | 31-0676865 | — | NONE | $17K | — |
| PNC BANK, NATIONAL ASSOCIATION | 25-1211909 | — | NONE | $5K | — |
| NIS HIGH YIELD FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 39-2021943 / PN 001 |
Common Collective Trust |
| $757K |
| 1.9% |
