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 PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $775 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA(EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | $1K | <0.1% |
| Indirect comp |
|---|
| THE BENEFIT ADVANTAGE INC | — | AUBURN HILLS, MI | CONTRACT ADMIN | $2K | — |