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 |
|---|---|---|---|---|---|
| EQUITABLE | 13-5570651 | — | RECORD KEEPER | $22K | — |
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 |
|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | $3.4M | 95.5% |
