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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | N/A | $39K | — |
| AMERITAS INVESTMENT COMPANY LLC | — | LINCOLN, NE | N/A | $21K | — |
| DIVERSIFIED TRUST COMPANY | — | MEMPHIS, TN | N/A | $12K | — |
| PENCHECKS TRUST | — | LA MESA, CA | N/A | $7K | — |
| LEAFHOUSE FINANCIAL ADVISORS | — | AUSTIN, TX | N/A | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| DTC PRIVATE EQUITY VI LP DIVERSIFIED TRUST COMPANY · EIN 82-1794389 / PN 000 | Common Collective Trust | $894K | 4.1% |
| DTC PRIVATE EQUITY V LP DIVERSIFIED TRUST COMPANY · EIN 36-4798841 / PN 000 | Common Collective Trust | $601K | 2.7% |
| DTC PRIVATE EQUITY IV LP DIVERSIFIED TRUST COMPANY · EIN 35-2425281 / PN 000 | Common Collective Trust | $464K | 2.1% |
| DTC PRIVATE EQUITY III FUND DIVERSIFIED TRUST COMPANY · EIN 26-1139682 / PN 000 | Common Collective Trust | $126K | 0.6% |
| DTC PRIVATE EQUITY VIII, L.P. DIVERSIFIED TRUST COMPANY · EIN 88-3694053 / PN 000 | Common Collective Trust | $50K | 0.2% |
