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 |
|---|---|---|---|---|---|
| UWHARRIE INVESTMENT ADVISORS, INC. | — | ALBEMARLE, NC | INVESTMENT ADVISORY | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $15K | — |
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 |
|---|---|---|---|
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | $659K | 18.1% |
| UNIFIED COLLECTIVE INVESTMENT TRUST AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | $375K | 10.3% |
