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 |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | FORT COLLINS, CO | NONE | $20K | — |
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $19K | — |
| ESOP LAW GROUP | — | SAN FRANCISCO, CA | NONE | $13K | — |
| ABBOTT,STRINGHAM & LYNCH | — | SAN JOSE, CA | NONE | $7K | — |
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 |
|---|---|---|---|
| SEPERATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | $833K | 7.9% |
