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 |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES | 34-1753575 | — | CONSULTANT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL TRUST COMPANY | 91-1116938 | — | TRUSTEE | $35K | — |
| 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 |
|---|---|---|---|
| RUSSELL 8-YEAR LDI FIXED INCOME FD RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 005 | Common Collective Trust | $2.9M | 29.3% |
| RUSSELL 14-YEAR LDI FIXED INCOME FD RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 008 | Common Collective Trust | $2.7M | 26.7% |
| AON CONSULTING, INC. | 22-2232264 | — | PLAN ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASSADY SCHILLER CPA'S & ADVISORS | 31-1311065 | — | AUDITOR | $9K | — |
| RUSSELL 1000 INDEX FUND-SERIES I RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 033 |
Common Collective Trust |
| $915K |
| 9.2% |
| RUSSELL 10-15 YR STRIPS FXD INC FD RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 010 | Common Collective Trust | $835K | 8.4% |
| RUSSELL EMERGING MARKETS FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 010 | Common Collective Trust | $591K | 6.0% |
| RUSSELL INTERNATIONAL FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 005 | Common Collective Trust | $591K | 5.9% |
| RUSSELL WORLD EQUITY FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 046 | Common Collective Trust | $493K | 5.0% |
| RUSSELL 15-20 YR STRIPS FXD INC FD RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 011 | Common Collective Trust | $369K | 3.7% |
| RUSSELL SMALL CAP FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 029 | Common Collective Trust | $285K | 2.9% |
| RUSSELL 25 PLUS YEAR STRPS FXD INC RUSSELL TRUST COMPANY · EIN 26-6609096 / PN 001 | Common Collective Trust | $112K | 1.1% |
| RUSSELL GLOBAL REAL ESTATE SECURITY RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 041 | Common Collective Trust | $95K | 1.0% |
