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 |
|---|---|---|---|---|---|
| FINANXIAL, CORP. | 66-0591759 | — | N/A | $100K | — |
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | — | N/A | $87K | — |
| BPAS TRUST COMPANY OF PUERTO RICO | 66-0795542 | — | N/A | $30K | — |
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 |
|---|---|---|---|
| PUERTO RICO CAPITAL PRESERVATION BPAS TRUST CO OF PUERTO RICO · EIN 66-0929359 / PN 001 | Common Collective Trust | $1.2M | 5.8% |
| AB US LG CAP GROWTH CIT P2 ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 509 | Common Collective Trust | $180K | 0.8% |
| NEUBERGER BERMAN SMALL CAP GROWTH |
Common Collective Trust |
| $70K |
| 0.3% |
| HB&T BLACKROCK LARGE EQU IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 202 | Common Collective Trust | $0 | <0.1% |
| HB&T BLACKROCK MC EQU IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 198 | Common Collective Trust | $0 | <0.1% |
| HB&T BLACKROCK SC EQU IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 201 | Common Collective Trust | $0 | <0.1% |
| HB&T BLACKROCK US AGG BOND INDEX HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 197 | Common Collective Trust | $0 | <0.1% |
| HB&T BLACKROCK MSCI ACWI EXUS HAND BENEFITS & TRUST · EIN 74-1977743 / PN 200 | Common Collective Trust | $0 | <0.1% |
| WESTERN ASSET CR PL BD CIF BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 113 | Common Collective Trust | $0 | <0.1% |
