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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | BOSTON, MA | RECORDKEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $50K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| RELIANCE TR NYL ANCH SER I CL JOHN HANCOCK · EIN 01-0233346 / PN 000 | Common Collective Trust | $5.0M | 8.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS INC. | 20-4548831 | — | TPA | $7K | — |