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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVESTMENT MANAGEMENT INC. | 13-3200244 | — | INVESTMENT ADVISOR | $112K | — |
| BELLWETHER CONSULTING LLC | 22-3784192 | — | CONSULTANT | $10K | — |
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 |
|---|---|---|---|
| JPMORGAN CHASE BK DIVERSI BALAN FD JPMORGAN CHASE BANK, N.A. · EIN 46-3511871 / PN 001 | Common Collective Trust | $22.8M | 99.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO., LLP | 16-1131146 | — | AUDITOR | $9K | — |
