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 |
|---|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS, INC. | 52-6435649 | SILVER SPRING, MD | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC. | 47-0900880 | — | NONE | $28K | — |
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 | |||
|---|---|---|---|
| JPMCB GLOBAL ALLOCATION FUND JPMORGAN CHASE BANK, N.A. · EIN 82-3618774 / PN 001 | Common Collective Trust | $15.0M | 45.5% |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FD ULLICO INVESTMENT ADVISORS · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $2.2M | 6.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN | 82-3618774 | — | NONE | $58K | — |
| INVESTMENT PERFORMANCE SERVICES | 36-3555078 | — | NONE | $33K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $5K | — |
