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 |
|---|---|---|---|---|---|
| COMMUNITY TRUST BANK | — | PIKEVILLE, KY | CUSTODIAN | $13K | — |
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 | |||
|---|---|---|---|
| NIS INTERMEDIATE FIXED INCOME QP NATIONAL INVESTMENT SERVICES OF AMERICA · EIN 82-4087168 / PN 001 | Common Collective Trust | $26.5M | 28.0% |
| NIS TOTAL ABSOLUTE RETUREN QP FUND NATIONAL INVESTMENT SERVICES OF AMERICA · EIN 82-4069919 / PN 001 | Common Collective Trust | $3.2M | 3.4% |
| NIS HIGH YIELD CORP QP FUND NATIONAL INVESTMENT SERVICES OF AMERICA · EIN 82-4051841 / PN 001 | Common Collective Trust | $1.7M | 1.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | CHARLESTON, WV | INVESTMENT CONSULTANT | $115K | — |
| STRATEGIC CAPITAL PARTNERS LLC | — | CHICAGO, IL | INVESTMENT CONSULTANT | $39K | — |
| SAGE ADVISORY | 74-2798841 | AUSTIN, TX | INVESTMENT MANAGER | $30K | — |
| JENNISON ASSOCIATES LLC | — | NEW YORK, NY | INVESTMENT MANAGER | $13K | — |
| COLUMBIA INVESTMENT MANAGEMENT | 94-2480161 | NEW YORK, NY | INVESTMENT MANAGEMENT | $8K | — |
| ARISTOTLE CAPITAL MANAGEMENT | — | BOSTON, MA | INVESTMENT MANAGER | $7K | — |
| BLACKROCK | — | SEATTLE, WA | INVESTMENT MANAGEMENT | $7K | — |
| CONSULTING & RISK MANAGEMENT INC. | 61-1392645 | VERSAILLES, KY | CONSULTANT | $6K | — |
| DELAWARE | 13-5620131 | JERSEY CITY, NJ | INVESTMENT MANAGEMENT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSBORN CARREIRO & ASSOCIATES | 71-0631123 | LITTLE ROCK, AR | ACTUARY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERZFELD SUETHOLZ GASTEL LENISKI | — | CINCINNATI, OH | ATTORNEY | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 31-1558779 | LEXINGTON, KY | CONTACT ADMINISTRATOR | $61K | — |
