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 RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $31K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | NONE | $5K | — |
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 |
|---|---|---|---|
| SEPARATE ACCOUNT - G MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | $545K | 8.4% |
| SEPARATE ACCOUNT - H MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | $58K | 0.9% |
| SEPARATE ACCOUNT - J MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | $3K | <0.1% |
