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 |
|---|---|---|---|---|---|
| EPOCH CONSULTING GROUP | — | SANTA ROSA, CA | INVESTMENT ADVISOR | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $122K | — |
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 |
|---|---|---|---|
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | $9.5M | 23.4% |
