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 |
|---|---|---|---|---|---|
| AMERICAN PENSION BENEFITS | 25-1722805 | WEXFORD, PA | TPA RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | SANTA BARBARA, PA | INVESTMENT ADVISOR | $28K | — |
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 |
|---|---|---|---|
| SMALL CAP GROWTH FUND WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | $142K | 1.3% |
| RELIANCE TRUST COMPANY RELIANCE TRUST COMPANY STABLE VALUE FUND - METLIFE GAC SERIES 25053 · EIN 46-6625485 / PN 001 | Common Collective Trust | $96K | 0.9% |
| MID CAP GROWTH FUND WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4139852 / PN 549 | Common Collective Trust | $49K | 0.5% |
