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 |
|---|---|---|---|---|---|
| BENESYS | 38-2383171 | — | NONE | $36K | — |
| VENABLE LAW FIRM | 58-1824267 | — | NONE | $11K | — |
| SOUTHERN ACTUARIAL SERVICES | 58-2409046 | — | NONE | $11K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $10K | — |
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 | |||
|---|---|---|---|
| US PROPERTY PRINCIPAL FINANCIAL GROUP · EIN 42-0127290 / PN 027 | Pooled Separate Account | $1.5M | 8.9% |
| 59-3676225 |
| — |
| NONE |
| $7K |
| — |
