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 |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY, NA | 04-2755549 | — | NONE | $25K | — |
| GREAT LAKES ADVISORS, LLC | 80-0292839 | — | NONE | $13K | — |
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 | |||
|---|---|---|---|
| COL LSV US LARGE CAP VL EQ CL C RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 001 | Common Collective Trust | $12.2M | 14.0% |
| COMMINGLED PEN TRUST FD (CORP HY) JPMORGAN CHASE BANK, NA · EIN 13-3869666 / PN 001 | Common Collective Trust | $8.7M | 10.0% |
| PRINCIPAL US PROPERTY SEPARATE AC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $7.1M | 8.2% |
| NT COLL. RUSSELL 1000 GROWTH IDX FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 099 | Common Collective Trust | $7.1M | 8.1% |
| ALGER COLLECTIVE TRUST SEI TRUST COMPANY · EIN 46-4343096 / PN 069 | Common Collective Trust | $6.0M | 6.9% |
| WTC CIF OPP INVESTMENT ALLOCATION WELLINGTON TRUST COMPANY, NA · EIN 04-2767481 / PN 076 | Common Collective Trust | $4.1M | 4.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTOPHER JOHNSON | 58-6088292 | — | TRUSTEE | $10K | — |
| BARRY ZEIGLER | 58-6088292 | — | TRUSTEE | $8K | — |
| PERRY BANKS | 58-6088292 | — | TRUSTEE | $8K | — |
| DAN MACMILLAN | 58-6088292 | — | TRUSTEE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES LLC | 26-1370698 | — | NONE | $85K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $65K | — |
| PLUMBERS & PIPEFITTERS U.A. L. 188 | — | SAVANNAH, GA | RELATED LOCAL UNION | $49K | — |
| ROBEIN, URANN, SPENCER, PICARD & CA | 72-0999672 | — | NONE | $45K | — |
| NAT'L EMPLOYEE BENEFITS ADMINISTRAT | 65-0498809 | — | NONE | $42K | — |
| JPMORGAN CHASE BANK, NA | 13-4994650 | — | NONE | $21K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $20K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $13K | — |
