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 |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | TRUSTEE | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $40K | — |
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 | |||
|---|---|---|---|
| LIABILITY DRIVEN SOLUTION CIT I PRINCIPAL · EIN 30-6225619 / PN 001 | Common Collective Trust | $10.8M | 60.8% |
| LIABILITY DRIVEN SOLUTION CIT II PRINCIPAL · EIN 80-6049172 / PN 001 | Common Collective Trust | $6.6M | 37.1% |
| CAPFINANCIAL PARTNERS LLC |
| 26-0058143 |
| — |
| NONE |
| $14K |
| — |
| WHITLEY PENN LLP | 75-2393478 | — | NONE | $11K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | SERVICE PROVIDER | $0 | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | SERVICE PROVIDER | $0 | — |
