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 |
|---|---|---|---|---|---|
| US BANK | 31-0841368 | JACKSONVILLE, FL | CUSTODIAL | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $29K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $23K | — |
| SEGALL, BRYANT , & HAMILL |
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 |
|---|---|---|---|
| US PROPERTY SEPARATE ACCOUNT PRINCIPAL FINANCIAL · EIN 42-0127290 / PN 001 | Pooled Separate Account | $5.5M | 14.9% |
| GLOBAL ALLOCATION FUND |
| 41-1788385 |
| CHICAGO, IL |
| INVESTMENT MANAGEMENT |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPUSYS OF UTAH INC. | 84-0869853 | SALT LAKE CITY, UT | CONTRACT ADMINISTRAT | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN D EISENBERG CPA, P.A. | 65-0140643 | BOCA RATON, FL | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINN,CONNER,WEAVER,DAVIES & ROUCO | 58-1368590 | DECATUR, GA | ATTORNEY | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PERFORMANCE SERVICES | 58-1645832 | SAVANNAH, GA | INVESTMENT MONITOR | $32K | — |
Common Collective Trust |
| $3.5M |
| 9.5% |
