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 |
|---|---|---|---|---|---|
| PLUMBERS, PIPE FITTERS AND MECHANIC | 31-0561070 | — | AFFILIATE-SHARE OF EXPENS | $166K | — |
| STRATEGIC CAPITAL INV ADVISOR | 36-4268991 | — | NONE | $25K | — |
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | 61-1129886 | — | NONE | $25K | — |
| BRIDGEWAY | 52-1796473 | — | NONE | $24K | — |
| JOHNSON & KROL | 36-4342024 | — | NONE | $22K | — |
| CUNI, RUST, AND STRENK |
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 · EIN 20-0065449 / PN 001 | Common Collective Trust | $3.1M | 35.9% |
| NIS TOTAL RETURN FUND, LLC NATIONAL INVESTMENT SERVICES · EIN 45-4783986 / PN 001 | Common Collective Trust | $322K | 3.7% |
| NIS HIGH YIELD FUND, LLC |
| 31-1227755 |
| — |
| NONE |
| $14K |
| — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $13K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $11K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $6K | — |
| FIFTH THIRD BANK | 31-0281170 | — | NONE | $5K | — |
| PNC BANK, NATIONAL ASSOCIATION | 25-1211909 | — | NONE | $2K | — |
Common Collective Trust |
| $201K |
| 2.3% |
