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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN, RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS, LLC. | — | WILLMINGTON, MA | TPA, FIDUCIARY ADVISOR | $18K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAPHAEL, CA | BROKER DEALER OF ADVISOR | $16K | — |
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 |
|---|---|---|---|
| NATIONWIDE GROUP ANNUITY CONTRACT NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | $847K | 6.9% |
