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 |
|---|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT, LLC | 80-0618452 | — | NONE | $99K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $12K | — |
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.
| % of plan | |||
|---|---|---|---|
| ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006 | Common Collective Trust | $9.3M | 4.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON PARTNERS | 98-0202744 | — | NONE | $450K | — |
| STACEY BRAUN ASSOCIATES INC | 13-2889432 | — | NONE | $339K | — |
| ZENITH | 52-1590516 | — | NONE | $98K | — |
| RBC WEALTH MGMT | 23-2384840 | — | NONE | $89K | — |
| SEGAL CONSULTING | 13-1835864 | — | NONE | $85K | — |
| PNC BANK, N.A | 25-1211909 | — | NONE | $81K | — |
| YOUNG CONAWAY STARGATT & TAYLOR LLP | 51-0082644 | — | NONE | $34K | — |
| HOLROYD GELMAN, P.C. | 92-2604351 | — | NONE | $28K | — |
| DANIEL A. WINTERS | 23-2586736 | — | NONE | $13K | — |
| J.A MARIANO AGENCY, INC | 22-2280590 | — | NONE | $11K | — |
