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 |
|---|---|---|---|---|---|
| SWAN & SONS-MORSS CO., INC. | 16-0656100 | ELMIRA, NY | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIFIED TRUST COMPANY, N.A, | 61-1256314 | LEXINGTON, KY | TRUSTEE | $2K | — |
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 |
|---|---|---|---|
| METLIFE UTC STABLE VALUE FUND AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | $173K | 94.6% |
| WPS TARGET RISK - MOD II UNIFIED TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | $10K | 5.4% |
