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 |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | ADVISOR | $87K | — |
| DAVID VAUGHAN INVESTMENTS LLC | 37-1272863 | — | ADVISOR | $23K | — |
| LESLIE GLOBAL WEALTH LLC | 38-3871023 |
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 |
|---|---|---|---|
| STABLE VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | $3.0M | 2.4% |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | $833K | 0.7% |
| — |
| ADVISOR |
| $14K |
| — |
| WILLIAM BLAIR INVESTMENT MGMT | 47-2614791 | — | ADVISOR | $12K | — |
| STRATEGIC WEALTH PARTNERS GROUP | 47-2046833 | — | ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE | $2K | — |
| LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 |
Common Collective Trust |
| $825K |
| 0.7% |
| EMERGING MARKETS FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1819869 / PN 672 | Common Collective Trust | $550K | 0.4% |
| FEDERATED HERMES HIGH YIELD BOND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116830 / PN 507 | Common Collective Trust | $132K | 0.1% |
