Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL REAL ESTATE ADVISORS LLC | 26-2237421 | WASHINGTON, DC | NONE | $14K | — |
| MARINER WEALTH ADVISORS, LLC | 80-0861455 | CHICAGO, IL | NONE | $11K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $1.6M | $6.9M | 37.0% | |
| Baird Core Plus Institutional Bond Fund Mutual fund | Mutual Funds | — | $4.1M | $3.7M | 19.8% | |
| IBEW-NECA STABLE VALUE TRUST INVESCO · EIN 93-6223188 / PN 001 | Common Collective Trust | — | $2.3M | $2.8M | 14.7% | |
| Vanguard Extended Market Index Admiral Share Mutual fund | Other securities | — | $1.4M | $1.7M | 9.1% | |
| Private Real Estate Investment Trust * INDURE Build-to-Core Fund, LLC Private real estate investment trust | Other securities | — | $718K | $1.3M | 6.9% | |
| Causeway International Value Fund Institutional Class Mutual fund | Other securities | — | $920K | $974K | 5.2% | |
| MFS International Growth Class R6 Mutual fund | Other securities | — | $714K | $874K | 4.7% | |
| Money Market Fund * Fifth Third Banksafe Trust Money market fund | Cash / Money Market | — | $86K | $86K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| I.B.E.W. 688 FRINGE BENEFIT FUNDS | 26-4616613 | MANSFIELD, OH | COLLECTION SERVICES | $24K | — |
| DGPERRY, PLLC | 83-3033790 | CANFIELD, OH | NONE | $14K | — |
| LIBERTY INSURANCE AGENCY | — | PITTSBURGH, PA | NONE | $11K | — |
| BENESYS INC | 38-2383171 | CANFIELD, OH | NONE | $11K | — |
| MACALA & PIATT LLC | 34-1933033 | NORTH CANTON, OH | NONE | $6K | — |
| FIFTH THIRD | 31-0854434 | CINCINNATI, OH | NONE | $5K | — |
