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 |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | 0 | $39K | — |
| ED DIAS | — | PUTNAM, CT | 0 | $17K | — |
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 |
|---|---|---|---|
| MORLEY STABLE VALUE 150 MATRIX TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $67K | 0.9% |
