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 |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | 82-1434504 | — | NONE | $40K | — |
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $36K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
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 |
|---|---|---|---|
| RELIANCE TR NY LIFE ANCHOR SERIES I RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | $2.1M | 13.8% |
