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 |
|---|---|---|---|---|---|
| BEACON ADMINISTRATORS & CONSULTANTS | 83-1544721 | — | NONE | $78K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $26K | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | — | NONE | $15K | — |
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $15K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $9K | — |
| CHARTWELL INVESTMENT PARTNERS |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ASB ALLEGIANCE RE FUND CHEVY CHASE TRUST COMPANY · EIN 52-2037618 / PN 006 | Common Collective Trust | $507K | 5.2% |
| 36-4776242 |
| — |
| NONE |
| $8K |
| — |
| ASB CAPITAL | 80-0618452 | — | NONE | $5K | — |
