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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NC | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | RALEIGH, NC | FINANCIAL ADVISOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $2.5M | 2.6% |
| MFS MID CAP VALUE CIT CT TIAA CREF · EIN 13-1624203 / PN 000 | Common Collective Trust |
| CHASON PENSION SYSTEMS | 82-3301455 | TAMARAC, FL | TPA | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM, LLP | 11-1986323 | MIAMI, FL | AUDITOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUNSTER YOAKLEY & STEWART, P.A. | 59-1450702 | WEST PALM BEACH, FL | LEGAL | $706 | — |
| $1.6M |
| 1.6% |
| MFS LARGE CAP VALUE CIT CT TIAA CREF · EIN 13-1624203 / PN 000 | Common Collective Trust | $602K | 0.6% |
