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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | WESTWOOD, MA | TPA | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FITZSIMMONS ABRAMS, LLP | 13-2858927 | WOODBURY, NY | NONE | $10K |
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 | |||
|---|---|---|---|
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST CO - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | $404K | 10.1% |
| — |
| WEAVER & TIDWELL, LLP | 75-0786316 | NEW YORK, NY | NONE | $9K | — |
| MORGAN STANLEY WEALTH MANAGEMENT | 11-3658445 | JERICHO, NY | NONE | $8K | — |
| CITRIN COOPERMAN & COMPANY LLP | 22-2428965 | MELVILLE, NY | NONE | $7K | — |
