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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC D | — | DALLAS, TX | INVESTMENT ADVISOR | $10K | — |
| STRATOS WEALTH ADVISORS LLC | — | BEACHWOOD, OH | INVESTMENT ADVISOR | $10K | — |
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 |
|---|---|---|---|
| RELIANCE METLIFE GAC SERIES 25157 C METLIFE STABEL VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | $93K | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING, LLC | — | WEXFORD, PA | TPA | $675 | — |
