Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE, FENNER & SMIT | 13-5674085 | NEW YORK, NY | RECORDKEEPER ADVISOR | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ESLER & VANDERSCHAAFF CO., LPA | 31-1399107 | DAYTON, OH | CONSULTANT | $2K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLAGEL, HUBER, FLAGEL & CO. | 31-0796034 | DAYTON, OH | AUDITOR | $6K | — |
