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 |
|---|---|---|---|---|---|
| NAT'L EMPLOYEE BENEFITS ADMIN, INC. | 65-0498809 | — | NONE | $415K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $155K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | — | NONE | $100K | — |
| SLEVIN & HART PC | 52-1708613 | — | NONE | $86K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $56K | — |
| NATIONAL INVESTMENT SERVICES, LLC |
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 FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 20-0065449 / PN 004 | Common Collective Trust | $11.5M | 24.6% |
| PRINCIPAL US PROPERTY SEPARATE ACCO |
| 84-3937993 |
| — |
| NONE |
| $55K |
| — |
| COMMERCE BANK | 48-0962626 | — | NONE | $38K | — |
| SPENCER FANE, LLP | 44-0561981 | — | NONE | $20K | — |
| TOP DRAWER, INC. | 59-1550960 | — | NONE | $11K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
Pooled Separate Account |
| $2.8M |
| 6.0% |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 45-4783986 / PN 001 | Common Collective Trust | $1.2M | 2.7% |
| NIS HIGH YIELD FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | $729K | 1.6% |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $0 | <0.1% |
