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 |
|---|---|---|---|---|---|
| BOK FINANCIAL | 73-0780382 | — | NONE OTHER THAN CONTRACT | $278K | — |
| ULRICH CONSULTING GROUP | 45-3972125 | — | NONE | $108K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $88K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $41K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $25K | — |
| LAW OFFICE OF JUSTIN LESKY |
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 |
|---|---|---|---|
| CALLAN GLIDEPATH 2030 FUND WILMINGTON TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | $40.6M | 17.0% |
| CALLAN GLIDEPATH 2035 FUND WILMINGTON TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | $39.5M | 16.5% |
| — |
| ALBUQUERQUE, NM |
| NONE |
| $16K |
| — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE | $15K | — |
| KELLEY LAW GROUP | — | PHOENIX, AZ | NONE | $15K | — |
| LETTERSTREAM | — | SCOTTSDALE, AZ | NONE | $7K | — |
Common Collective Trust |
| $27.9M |
| 11.6% |
| CALLAN GLIDEPATH 2025 FUND WILMINGTON TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | $27.3M | 11.4% |
| CALLAN GLIDEPATH 2045 FUND WILMINGTON TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | $22.5M | 9.4% |
| CALLAN GLIDEPATH RTMT WILMINGTON TRUST · EIN 26-0257765 / PN 100 | Common Collective Trust | $16.9M | 7.1% |
| CALLAN GLIDEPATH 2020 FUND WILMINGTON TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | $14.7M | 6.1% |
| CALLAN GLIDEPATH 2050 FUND WILMINGTON TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | $13.6M | 5.7% |
| CALLAN GLIDEPATH 2015 FUND WILMINGTON TRUST · EIN 26-0257888 / PN 101 | Common Collective Trust | $7.1M | 3.0% |
| CALLAN GLIDEPATH 2055 FUND WILMINGTON TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | $6.3M | 2.6% |
| CALLAN GLIDEPATH 2060 FUND WILMINGTON TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | $4.9M | 2.0% |
