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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $440K | — |
| FORVIS, LLP | 44-0160260 | — | NONE | $21K | — |
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 |
|---|---|---|---|
| SEI CORE PROPERTY COLLECTIVE INV. SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | $3.1M | 51.0% |
| SEI STRUCTURED CREDIT COLLECTIVE FD SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | $125K | 2.1% |
