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 |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE INC | 91-1363171 | — | NONE | $84K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $10K | — |
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 |
|---|---|---|---|
| SS US INTMD GOV/CREDIT BOND IDX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 184 | Common Collective Trust | $953K | 52.1% |
| SS S&P 500(R) INDX NL SERIES FND CL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 097 | Common Collective Trust | $139K | 7.6% |
| SS GLOBAL ALL CAP EQUITY EX-US INDX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 299 | Common Collective Trust | $91K | 5.0% |
| SS RUSSELL SMALL/MID CAP(R) NL CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 453 | Common Collective Trust | $21K | 1.2% |
