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 |
|---|---|---|---|---|---|
| AMERITAS LIFE INS CORP | 47-0098400 | — | BUNDLED RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA FINANCIAL | 47-1566880 | — | INVESTMENT ADVISOR | $19K | — |
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 |
|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACCT G AMERITAS LIFE INS CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | $7.6M | 99.9% |