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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $55K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $23K | — |
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 |
|---|---|---|---|
| NEW YORK LIFE ANCHOR ACCOUNT IV NEW YORK LIFE · EIN 13-5582869 / PN 125 | Pooled Separate Account | $4.9M | 7.5% |
