Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | — | SPRINGFIELD, MA | BROKER | $0 | — |
| MSI FINANCIAL SERVICES, INC | — | CHARLOTTE, NC | BROKER | $0 | — |
| MML INSURANCE AGENCY, LLC | — | SPRINGFIELD, MA | BROKER | $0 | — |
| METLIFE SECURITIES INC | — | CHARLOTTE, NC | BROKER | $0 | — |
| Name | EIN | Location |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Trust Company, FSB | — | — | — | $634K | 11.5% | |
| Nationwide Trust Company, FSB | — | — | — | $609K | 11.0% | |
| Nationwide Trust Company, FSB | — | — | — |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| PREFERRED PENSION PLANNING | 22-3200158 | BRIDGEWATER, NJ | TPA | $636 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | SERVICE PROVIDER | $36K | — |
| $596K |
| 10.8% |
| Nationwide Trust Company, FSB | — | — | — | $448K | 8.1% |
| Nationwide Trust Company, FSB | — | — | — | $442K | 8.0% |
| Nationwide Trust Company, FSB | — | — | — | $378K | 6.9% |
| Nationwide Trust Company, FSB | — | — | — | $368K | 6.7% |
| Nationwide Trust Company, FSB | — | — | — | $349K | 6.3% |
| Nationwide Life Insurance Company | — | — | — | $254K | 4.6% |
| Nationwide Trust Company, FSB | — | — | — | $205K | 3.7% |
| Nationwide Trust Company, FSB | — | — | — | $187K | 3.4% |
| Nationwide Trust Company, FSB | — | — | — | $172K | 3.1% |
| Nationwide Trust Company, FSB | — | — | — | $96K | 1.7% |
| Nationwide Trust Company, FSB | — | — | — | $69K | 1.3% |
| Nationwide Trust Company, FSB | — | — | — | $67K | 1.2% |
| Nationwide Trust Company, FSB | — | — | — | $62K | 1.1% |
| Participant Loans | Participant loans | — | — | $45K | 0.8% |
| Nationwide Trust Company, FSB | — | — | — | $39K | 0.7% |
| Nationwide Trust Company, FSB | — | — | — | $31K | 0.6% |
| Nationwide Trust Company, FSB | — | — | — | $28K | 0.5% |
| Nationwide Trust Company, FSB | — | — | — | $19K | 0.3% |
| Nationwide Trust Company, FSB | — | — | — | $17K | 0.3% |
| Nationwide Trust Company, FSB | — | — | — | $12K | 0.2% |
| Nationwide Trust Company, FSB | — | — | — | $12K | 0.2% |
| Nationwide Trust Company, FSB | — | — | — | $11K | 0.2% |
| Nationwide Trust Company, FSB | — | — | — | $7K | 0.1% |
| Nationwide Trust Company, FSB | — | — | — | $7K | 0.1% |
| Nationwide Trust Company, FSB | — | — | — | $6K | 0.1% |
| Nationwide Trust Company, FSB | — | — | — | $6K | 0.1% |
| Nationwide Trust Company, FSB | — | — | — | $6K | 0.1% |
| Nationwide Trust Company, FSB | — | — | — | $5K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $5K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $5K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $4K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $4K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $4K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $4K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $4K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $3K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $3K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $3K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $2K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $2K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $1K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $1K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $1K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $1K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $1K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $1K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $1K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $1K | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $699 | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $674 | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $419 | <0.1% |
| Nationwide Trust Company, FSB | — | — | — | $85 | <0.1% |
