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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | — | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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.
| % of plan | |||
|---|---|---|---|
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | $125K | 0.6% |
| CEDAR BROOK FINANCIAL PARTNERS | — | CLEVELAND, OH | INVESTMENT ADVISOR | $23K | — |
| SIGNATURE ESTATE & INVESTMENT | — | LOS ANGELES, CA | INVESTMENT ADVISOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | BROKERAGE SERVICES | $144 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOFA SECURITIES, INC. | — | — | NONE | $11 | — |
| GOLDMAN, SACHS & CO. | — | — | NONE | $8 | — |
| J.P. MORGAN SECURITIES IN | — | — | NONE | $4 | — |
| MORGAN STANLEY & CO, INC | 26-4310632 | — | NONE | $4 | — |
| CITADEL SECURITIES INSTITUTIONAL LL | — | — | NONE | $3 | — |
| PERSHING,LLC | — | — | NONE | $3 | — |
| BARCLAYS CAPITAL LE | — | — | NONE | $2 | — |
| JEFFERIES LLC | — | — | NONE | $2 | — |
| CITIGROUP GLOBAL MARKETS INC | — | — | NONE | $1 | — |
