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 | $318K | — |
| BHA CONSULTING LLC | 58-1887148 | SUWANEE, GA | ACTUARIAL | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | PITTSBURGH, PA | CONTRACT ADMINISTRATION | $92K | — |
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&P500 CIT RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | $15.1M | 18.6% |
| LEGAL & GENERAL S&P600 CIT RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 009 | Common Collective Trust | $4.5M | 5.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN D EISENBERG CPA,PA | 65-0140643 | BOCA RATON, FL | AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIERZWA & FLOYD PA | 65-0764963 | GREENACRES, FL | ATTORNEY | $19K | — |
| AEW CORE PROPERTY TRUST AEW CORE PROPERTY TRUST · EIN 26-0557406 / PN 000 |
Common Collective Trust |
| $3.9M |
| 4.8% |
| LEGAL & GENERAL S&P MSCI CIT RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 010 | Common Collective Trust | $3.7M | 4.5% |
