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 |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 61-1381380 | LEXINGTON, KY | SERVICE PROVIDER | $5K | — |
| THE ASSET CONSULTING GROUP, INC. | 82-0513236 | BOISE, ID | SERVICE PROVIDER | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| UTC WEALTH PRES STRAT TARGET MOD UNIFIED TRUST COMPANY, NA · EIN 27-7085274 / PN 205 | Common Collective Trust | $0 | — |
