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 RETIREMENT PLAN SVCS | 01-0233346 | — | RECORDKEEPER | $154K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET, GRANT & COMPANY | 22-2361254 | SYRACUSE, NY | INVESTMENT MANAGER | $75K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | $125K | 1.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| WB ADVISORS | 45-4840347 | MOUNT KISCO, NY | THIRD PARTY ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | JERICHO, NY | ACCOUNTANT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOGILA LAW GROUP LLC | 87-2593727 | NEW YORK, NY | LEGAL | $30K | — |
