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 |
|---|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $64K | — |
| LAURA CABALLERO | 36-3296789 | — | EMPLOYEE | $61K | — |
| AMY HERTZ | 36-3296789 | — | EMPLOYEE | $46K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $44K | — |
| DENISE LUKASZEWSKI | 36-3296789 | — | EMPLOYEE | $44K | — |
| LANER MUCHIN | 36-3088463 |
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 INTERMEDIATE FIXED INCOME QP FU NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4087168 / PN 001 | Common Collective Trust | $10.4M |
| — |
| NONE |
| $41K |
| — |
| STRATEGIC CAPITAL | 36-4268991 | — | NONE | $30K | — |
| DOWD BLOCH & BENNETT | 36-3371377 | — | NONE | $30K | — |
| WASHINGTON CAPITAL | 91-1163419 | — | NONE | $19K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $16K | — |
| ASB CAPITAL MANAGEMENT | 80-0618452 | — | NONE | $14K | — |
| GALLAGHER | — | PALOS HEIGHTS, IL | NONE | $0 | — |
| 19.0% |
| WASHINGTON CAPITAL JOINT MASTER TRS WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $3.9M | 7.1% |
| U.S. CORE PARTNERS COLLECTIVE TRUST BENEFIT TRUST COMPANY · EIN 87-6914227 / PN 341 | Common Collective Trust | $1.9M | 3.5% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $1.4M | 2.5% |
| NIS TOTAL ABSOLUTE RETURN QP FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4069919 / PN 001 | Common Collective Trust | $1.1M | 2.0% |
| NIS HIGH YIELD FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | $673K | 1.2% |
| PRINCIPAL U.S. PROPERTY SEPARATE AC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $370K | 0.7% |
