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 |
|---|---|---|---|---|---|
| JPMORGAN ASSET MANAGEMENT | — | NEW YORK, NY | NONE | $24K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $22K | — |
| WESTERN ASSET MANAGEMENT COMPANY | — | PASADENA, CA | NONE | $9K | — |
| WEX HEALTH | — | SIMSBURY, CT | NONE | $6K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | OAK BROOK, IL | NONE | $6K | — |
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 CORE FIXED INCOME QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, ILL · EIN 84-4028492 / PN 001 | Common Collective Trust | $3.4M | 12.3% |
| NIS HIGH YIELD QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4051841 / PN 001 |
Common Collective Trust |
| $240K |
| 0.9% |
| INVESCO INST TRUST BALANCED -RISK INVESCO ASSET MANAGEMENT · EIN 27-3783895 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |
| WESTERN ASSET CORE PLAUS, LLC WESTERN ASSET MANAGEMENT CO · EIN 20-1575788 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |
