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 |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | 43-1451524 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $116K | 0.3% |
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTACT ADMIN | $106K | — |
| FORT WORTH COUNTRY DAY SCHOOL | 75-1085363 | — | OTHER SERVICES | $0 | — |
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | OTHER SERVICES | $0 | — |
