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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | WEST PALM BEACH, FL | INVESTMENT MANAGEMENT | $164K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 59-1590516 | PITTSBURGH, PA | CONTRACT ADMINISTRATION | $61K | — |
| Name | EIN | Location |
|---|
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 |
|---|---|---|---|
| LEGAL & GENERAL S&P 500 CIT RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | $6.5M | 15.5% |
| LEGAL & GENERAL S&P 600 CIT RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 009 | Common Collective Trust | $1.9M | 4.7% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| STEVEN D EISENBERG CPA, PA | 65-0140643 | BOCA RATON, FL | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIERZWA & FLOYD P.A. | 65-0764963 | LAKE WORTH, FL | ATTORNEY | $8K | — |
| LEGAL & GENERAL S&P MSCI CIT RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 001 |
Common Collective Trust |
| $1.1M |
| 2.6% |
