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 | 82-4555287 | IRVINE, CA | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERITAGE PENSION ADVISORS, INC. | 27-1835823 | COMMACK, NY | CONTRACT ADMINISTRATOR | $26K | — |
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 SERIES 25053 CL 35 METLIFE STABLE VALUE FUND · EIN 58-1428634 / PN 013 | Common Collective Trust | $298K | 2.4% |
