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 |
|---|---|---|---|---|---|
| U.S. BANK | 31-0841368 | — | CUSTODIAN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWTOWER MANAGEMENT, LLC | 26-3796332 | — | INVESTMENT ADVISOR | $42K | — |
| PMG ADVISORS, LLC | 23-2837989 | RADNOR, PA | INVESTMENT ADVISOR | $14K | — |
| INVESTMENT MPERFORMANCE SERVICES | 58-2432390 | SAVANNAH, GA |
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 |
|---|---|---|---|
| FORT WASHINGTON HIGH YIELD US BANK · EIN 31-0841368 / PN 001 | Common Collective Trust | $7.3M | 26.9% |
| BGO DIVERSIFIED - CLASS B NEW TOWER MANAGEMENT, LLC · EIN 52-6218800 / PN 001 | Common Collective Trust | $4.8M | 17.8% |
| INVESTMENT ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH C | 95-4331852 | CINCINNATI, OH | BROKER | $793K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAN DIEGO ELECTRICAL ADMINISTRATION | 72-1571046 | — | PLAN ADMINISTRATOR | $1.7M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF SAN DIEGO | 81-3391684 | SAN DIEGO, CA | AUDITOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES | 53-0181291 | — | ACTUARY | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAQUER, URBAN, CLIFFORD,& HODGE LLP | 95-4047729 | — | ATTORNEY | $191K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM NURSELINE SERVICES | 41-1289245 | — | INSURANCE PROVIDER | $31K | — |
| CRYSTAL CLEAR RX | 27-3009945 | — | INSURANCE PROVIDER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHANGE HEALTHCARE (FKA TC 3 HEALTH) | 74-3031728 | — | SERVICE PROVIDER | $90K | — |
| FOUNDATION FOR MEDICAL CARE | 95-2097207 | — | SERVICE PROVIDER | $76K | — |
| DEERWALK | 26-4710932 | LEXINGTON, MA | SERVICE PROVIDER | $27K | — |
| DE FRANCE PRINTING | 95-1973813 | — | PRINTING | $16K | — |
| ANY BUDGET PRINTING & MAILING | 90-0050477 | — | PRINTING | $13K | — |
| WEB-SITE HOSTING FEES | 94-3378692 | — | SERVICE PROVIDER | $12K | — |
