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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC | 23-1945930 | — | NONE | $77K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $69K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $50K | — |
| FORVIS LLP | 44-0160260 | — | NONE | $50K | — |
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 |
|---|---|---|---|
| WOMBLE BOND ET AL MASTER TRUST WOMBLE BOND DICKINSON (US), LLP · EIN 56-0308470 / PN 100 | Master Trust | $0 | <0.1% |
