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 |
|---|---|---|---|---|---|
| LANDMARK WEALTH MANAGEMENT | — | GETZVILLE, NY | FINANCIAL ADVISOR | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| P&A RETIREMENT PLAN SERVICES INC | — | WILLIAMSVILLE, NY | TPA RKG | $37K | — |
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 STABLE VALUE SOLUTIONS FUND GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | $856K | 3.9% |
