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 | 26-4310844 | WEST PALM BEACH, FL | INVESTMENT MANAGEMENT | $70K | — |
| BHA CONSULTING LLC | 58-1910292 | SUWANEE, GA | ACTUARIAL | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 59-1590516 | PITTSBURGH, PA | CONTRACT ADMINISTRATION | $53K | — |
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 FUND RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | $2.2M | 14.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN D EISENBERG CPA,P.A. | 65-0140643 | BOCA RATON, FL | AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIERZWA AND FLOYD P.A. | 65-0764963 | LAKE WORTH, FL | LEGAL | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRONWORKERS LOCAL #402 | 59-0785442 | RIVERIA BEACH, FL | BENEFIT SUPPORT | $7K | — |