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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $59K | — |
| SHEPHERD KAPLAN LLC | 83-0368447 | — | NONE | $52K | — |
| MORIARTY & PRIMACK, P.C. | 04-3191789 | — | NONE | $32K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $9K | — |
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 |
|---|---|---|---|
| SEPARATE ACCOUNT 174 AETNA LIFE INSURANCE COMPANY · EIN 06-6033492 / PN 012 | Pooled Separate Account | $97K | 0.7% |
