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 |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | MOBILE, FL | CUSTODIAL | $16K | — |
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 | |||
|---|---|---|---|
| CORPORATE HI YIELD FUND JP MORGAN ASSET MANAGMENT · EIN 13-4994650 / PN 001 | Common Collective Trust | $21.2M | 12.6% |
| US PROPERTY SEPARATE ACCOUNT PRINCIPAL FINANCIAL GROUP · EIN 42-0217290 / PN 001 | Pooled Separate Account | $14.4M | 8.6% |
| RUSSELL 1000 GROWTH INDEX FUND NORTHERN TRUST · EIN 06-6275604 / PN 001 | Common Collective Trust | $11.9M | 7.1% |
| POLEN FOCUS GROWTH FUND SEI TRUST · EIN 06-1271230 / PN 001 | Common Collective Trust | $11.3M | 6.8% |
| INTERNATIONAL EQUITY GROUP HARDMAN JOHNSON GLOBAL ADVISORS · EIN 13-3257590 / PN 001 | Common Collective Trust | $8.0M | 4.8% |
| BARROW HANLEY NON US VALUE CIT SEI TRUST · EIN 75-2243409 / PN 001 | Common Collective Trust | $7.0M | 4.2% |
| SMALL CAP INTERNATIONAL GROWTH SEGAL BRYANT HAMILL · EIN 81-0848820 / PN 002 | Common Collective Trust | $7.0M | 4.2% |
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | SAVANNAH, GA | INVESTMENT ADVISORY | $153K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $139K | — |
| HARDMAN JOHNSTON GOLBAL ADVISORS | 13-3257590 | STAMFORD, CT | INVESTMENT MANAGEMENT | $87K | — |
| JP MORGAN ASSET MANAGEMENT | 13-4994650 | NEW YORK, NY | INVESTMENT MANAGEMENT | $70K | — |
| SEGAL,BRYANT, HAMILL, LLC | 81-0848820 | CHICAGO, IL | INVESTMENT MANAGEMENT | $60K | — |
| BHA CONSULTING LLC | 58-1887148 | SUWANEE, GA | ACTUARIAL | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN D EISENBERG CPA, P.A. | 65-0140643 | BOCA RATON, FL | AUDITOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOPER LAW LLC | 83-2118591 | MOBILE, AL | ATTORNEY | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATT STRINGER | 63-6055108 | MOBILE, FL | EMPLOYEE | $39K | — |
| ANNETTE PARKER | 63-6055108 | MOBILE, FL | EMPLOYEE | $25K | — |
| KELSEY VRIEZE | 63-6055108 | MOBILE, AL | EMPLOYEE | $20K | — |
| NATALIE PARKER | 63-6055108 | MOBILE, AL | EMPLOYEE | $19K | — |
