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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 74-2715820 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $20K | — |
| MID ATLANTIC TRUST COMPANY | — | — | ADVISOR | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIDELITY ADVISOR STABLE VL PRTFL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 771 | Common Collective Trust | $109K | 1.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMS RETIREMENT | 31-1140818 | — | TPA | $5K | — |
