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 |
|---|---|---|---|---|---|
| PAYCHEX, INC | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | NEW YORK, NY | INVESTMENT ADVISORY PLAN | $22K | — |
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.
| % of plan | |||
|---|---|---|---|
| PUTNAM STABLE VALUE 20 PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | $161K | 100.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES INC | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $7K | — |
