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 |
|---|---|---|---|---|---|
| ATHENA ACTURIAL CONSULTING | 61-1979324 | — | NONE | $55K | — |
| PLUMBERS & PIPE. LOCAL 25 BENEFIT | 82-2768063 | — | NONE | $47K | — |
| LANER MUCHIN LTD | 36-3088463 | — | NONE | $37K | — |
| INVESTMENT CONSULTING GROUP | 42-1358707 | — | NONE | $32K | — |
| ROMOLO & ASSOCIATES, LLC | 84-2885766 | — | NONE | $29K | — |
| NATIONAL INVESTMENT SERVICES |
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 CORE FIXED INCOME FUND LLC NATIONAL INVESTMENT SERVICES · EIN 20-0005644 / PN 001 | Common Collective Trust | $7.2M | 12.6% |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $1.6M | 2.7% |
| 84-3937993 |
| — |
| NONE |
| $28K |
| — |
| BAUM SIGMAN AUERBACH & NEUMAN LTD | 36-2744057 | — | NONE | $19K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $12K | — |
| QUAD CITY BANK & TRUST | 42-1410409 | — | NONE | $6K | — |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 001 |
Common Collective Trust |
| $1.2M |
| 2.0% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $1.1M | 1.9% |
| NIS HIGH YIELD FUND LLC NATIONAL INVESTMENT SERVICES · EIN 39-2021943 / PN 001 | Common Collective Trust | $518K | 0.9% |
