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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $30K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT/FINANCIAL ADVI | $80K | — |
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 |
|---|---|---|---|
| MFS MID CAP VALUE FUND CT WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | $0 | — |
| MFS LARGE CAP VALUE CIT CT WILMINGTON TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | $0 | — |
| NYL ANCHOR ACCOUNT 65 |
Common Collective Trust |
| $0 |
| — |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | $0 | — |
