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 |
|---|---|---|---|---|---|
| BURKE GROUP | 80-0688755 | — | NONE | $78K | — |
| APOLLO WEALTH MANAGEMENT | 13-0548078 | — | NONE | $20K | — |
| EFPR GROUP, CPAS, PLLC | 47-4526160 | ROCHESTER, NY | NONE | $9K | — |
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 |
|---|---|---|---|
| RTC STABLE VALUE FUND SERIES 25053 FEDERATED INVESTORS TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $0 | — |
