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 |
|---|---|---|---|---|---|
| EPIC ADVISORS, INC. | 16-1450952 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT ADVISORY | 41-2016508 | — | INVESTMENT ADVISOR | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNMAN STABLE VALUE FUND 25BPS PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 000 | Common Collective Trust | $45K | 0.6% |
