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 |
|---|---|---|---|---|---|
| SLOY DAHL & HOLST | 93-0989022 | — | INVESTMENT ADVISOR | $254K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM PENSION CONSULTANTS, INC. | 91-1035498 | — | NONE | $60K | — |
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 | |||
|---|---|---|---|
| SLOY, DAHL & HOLST AGGRESSIVE CL 1 ALTA TRUST COMPANY · EIN 47-5396070 / PN 223 | Common Collective Trust | $20.5M | 29.6% |
| SLOY, DAHL & HOLST BALANCED CLASS 1 ALTA TRUST COMPANY · EIN 47-5461985 / PN 219 | Common Collective Trust | $20.4M | 29.3% |
| SLOY, DAHL & HOLST GROWTH CLASS 1 ALTA TRUST COMPANY · EIN 47-5472063 / PN 221 | Common Collective Trust | $8.7M | 12.6% |
| SLOY, DAHL & HOLST MODERATE CLASS 1 ALTA TRUST COMPANY · EIN 47-5485322 / PN 217 | Common Collective Trust | $1.0M | 1.5% |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $338K | 0.5% |
| SLOY, DAHL & HOLST CONSERV CLASS 1 ALTA TRUST COMPANY · EIN 47-5364906 / PN 215 | Common Collective Trust | $67K | <0.1% |
