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 |
|---|---|---|---|---|---|
| SVA PLUMB FINANCIAL | — | MADISON, WI | ADVISOR | $17K | — |
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 |
|---|---|---|---|
| RTC METLIFE STABLE VALUE 25157 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | $61K | 1.2% |
