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 |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | — | GROSSE POINTE, MI | INVESTMENT ADVISORY | $36K | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | INVESTMENT MANAGEMENT | $30K | — |
| 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.
| % of plan | |||
|---|---|---|---|
| MASTER TRUST WVUHS · EIN 93-6949421 / PN 001 | Master Trust | $40.4M | 96.6% |
| SLC MGMNT LONG CREDIT CIT WVUHS LONG CREDIT POOL · EIN 88-6273075 / PN 002 | Common Collective Trust | $0 | <0.1% |
| SLC MGMNT STRIPS CIT WVUHS STRIPS POOL · EIN 88-6273075 / PN 003 | Common Collective Trust | $0 | <0.1% |
| 42-1466678 |
| — |
| TRUSTEE |
| $80K |
| — |
