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 ADVISORS, INC. | 06-1397347 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOOKER & HOLCOMBE RETIREMENT SERVIC | 20-0346540 | — | NONE | $35K |
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.
| % of plan | |||
|---|---|---|---|
| STABLE VALUE-METLIFE SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $3.3M | 8.8% |
| — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $25K | — |
| WOLF & COMPANY, P.C. | 04-2689883 | — | NONE | $16K | — |
| HOOKER & HOLCOMBE INVESTMENT ADVISO | 06-1461865 | — | NONE | $12K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
