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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $31K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $30K | — |
| TRANSFORM WEALTH | 81-1683097 | — | NONE | $29K | — |
| NEEDLES & ASSOCIATES | 51-0435869 | — | NONE | $27K | — |
| TMCC PNC BANK | 22-1146430 | — | NONE | $14K | — |
| MONDRESS MONACO PARR LOCKWOOD PLLC | 91-1917286 |
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 |
|---|---|---|---|
| BLACKSTONE REAL ESTATE INCOME TRUST CHARLES SCHWAB · EIN 42-1558009 / PN 001 | Common Collective Trust | $158K | 2.3% |
| — |
| NONE |
| $8K |
| — |
