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 |
|---|---|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | 06-1271230 | — | NONE | $215K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $54K | — |
| FLAGEL HUBER FLAGEL | 31-0796034 | — | NONE | $12K | — |
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.
| % of plan | |||
|---|---|---|---|
| SEI CORE PROPERTY COLLECTIVE INV TR SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | $2.1M | 3.3% |
