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 |
|---|---|---|---|---|---|
| JOHN HANCOCK NEW YORK | 01-0233346 | — | RECORDKEEPER | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLINEUM INVESTMENT & RETIREMENT A | — | CHARLOTTE, NC | ADVISOR | $6K | — |
| WILSHIRE | — | — | RIA | — | — |
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 |
|---|---|---|---|
| STABLE VALUE FUND COLLECTIVE INV TR RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | $2.6M | 8.3% |
