Eads & Heald Investment Counsel
2100 Riveredge Parkway N.W., Suite 7600, Atlanta, GA 30328; phone: (770) 988-9556; fax: (770) 988-9378
($ millions)
Total DC assets 45
Internally managed 45
Plan type:
Profit-sharing/money purchase 45
Asset mix:
Stocks 96.4%
Bonds 1.5%
Cash 2.1%
Client contact: Thomas F. Heald
Eagle Global Advisors
5847 San Felipe, Suite 930, Houston, TX 77057; phone: (713) 952-3550; fax: (713) 952-4175
($ millions)
Total DC assets 34
Internally managed 34
Plan type:
Profit-sharing 34
Client contact: Steve Russo
Eaton Vance Management
24 Federal St., Boston, MA 02110; phone: (617) 482-8260; fax: (617) 542-7412
($ millions)
Total DC assets 48
Internally managed 48
Asset mix:
Stocks 56%
Bonds 40%
Cash 4%
Edgewood Management Co.
c/o J. Stephan & Co. Inc., 801 W. 47th St., Suite 201, Kansas City, MO 64112; phone: (816) 531-7099; fax: (816) 531-7095
($ millions)
Total DC assets 150
Internally managed DC 150
Plan type:
Profit-sharing 150
Investment vehicle:
Separate accounts 150
Asset mix:
Stocks 95%
Cash 5%
Client contact: William Horton
E.I.I. Realty Securities Inc.
667 Madison Ave., New York, NY 10021; phone: (212) 644-0794; fax: (212) 644-0028
($ millions)
Total DC assets 10
Internally managed 10
Plan type:
401(k) 10
Investment vehicle:
Mutual funds 10
Lifecycle/asset allocation assets 10
Asset mix:
Stocks 100%
Client contact: Peter Gavey
Elliott & Page Ltd.
393 University Ave., Suite 2100, Toronto M5G 1E6 Canada; phone: (416) 581-8300; fax: (416) 581-8794
($ millions)
Total DC assets 3,076
Internally managed 3,076
Plan type:
401(k) 3,076
Investment vehicle:
Mutual funds 6
Variable annuities 491
Other commingled 2,579
Asset mix:
Stocks 61%
Bonds 1%
Cash 34%
Other 4%
Client contact: Michael Walsh
Emerging Growth Management Co.
1 Embarcadero Center; Suite 2410, San Francisco, CA 94111; phone: (415) 782-9600; fax: (415) 782- 9601; www.egm.com
($ millions)
Total DC assets 70
Internally managed 70
Plan type:
401(k) 70
Asset mix:
Stocks 100%
Client contact: Janelle Kraynak
