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 |
|---|---|---|---|---|---|
| NEWPORT RETIREMENT SERVICES, INC. | 62-1868111 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RTD FINANCIAL ADVISORS | 22-2446145 | — | INVESTMENT ADVISORY | $64K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| REL TR STABLE VAL FD-METLIFE 25157 RELIANCE TRUST · EIN 46-6625485 / PN 002 | Common Collective Trust | $119K | 0.5% |
| Indirect comp |
|---|
| THE MANDMARBLESTONE GROUP LLC | 20-4780677 | — | TPA | $9K | — |
