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 |
|---|---|---|---|---|---|
| JP MORGAN CHASE | 13-4994650 | — | CUSTODY ADM FEES | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST | 94-3112180 | — | CONSULTING FEES | $10K | — |
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 | |||
|---|---|---|---|
| LAZARD/WILMINGTON INT'L. EQUITY POR WILMINGTON TRUST NATIONAL ASSOCIATION · EIN 46-3944954 / PN 187 | Common Collective Trust | $2.8M | 79.3% |
| MORGAN STANLEY EMERGING MARKET TRUS MORGAN STANLEY INVESTMENT · EIN 13-3040307 / PN 009 | Pooled Separate Account | $719K | 20.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST | 94-3112180 | — | INVESTMENT MANAGER | $38K | — |
| MORGAN STANLEY EMERGING MARKETS | 13-3040307 | — | INVESTMENT MANAGER | $8K | — |
| NEWTON | 13-2662736 | — | INVESTMENT MANAGER | $3K | — |
| DCM ADVISORS | 13-3441185 | — | INVESTMENT MANAGER | $791 | — |
