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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVESTMENT MANAGEMENT INC. | 13-3200244 | — | INVESTMENT ADVISOR | $97K | — |
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 | |||
|---|---|---|---|
| JP MORGAN CHASE BK LDI DIVERSIFIED JP MORGAN CHASE BANK, N.A. · EIN 46-3511871 / PN 001 | Common Collective Trust | $19.0M | 99.0% |
| 22-3784192 |
| — |
| CONSULTANT |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO. , LLP | 16-1131146 | — | AUDITOR | $9K | — |