Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $34K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Interest Held in Master Trust Various (includes Registered | Other securities | — | — | $114.4M | 99.1% | |
| CA CASUALTY MGT. CO. MASTER TRUST CALIFORNIA CASUALTY MGMT COMPANY · EIN 04-6766679 / PN 001 | Master Trust | — | — | $114.4M | 99.1% | |
| Dec 2039 ^ | Other securities | — | — | $630K | 0.5% | |
| Participant Loans Participant Loans | Participant loans | — | — | $630K | 0.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORRICK HERRINGTON SUTCLIFFE LLP | 94-2952627 | — | ATTORNEY/LEGAL | $13K | — |
