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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $94K | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $73K | — |
| RBC WEALTH MANAGEMENT | 20-0563684 | — | NONE | $39K | — |
| SHUMAKER, LOOP & KENDRICK | 34-4439491 | — | NONE | $28K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $18K | — |
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 |
|---|---|---|---|
| IBEW-NECA STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 93-6223188 / PN 001 | Common Collective Trust | $24.4M | 8.0% |
