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 | 13-2624428 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $17K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| PUTNAM LARGE CAP VALUE TRUST II CL GREAT GRAY · EIN 86-1899009 / PN 001 | Common Collective Trust | $868 | <0.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| HILL BARTH & KING LLC DBA HBK CPAS | — | CANFIELD, OH | AUDITOR | $19K | — |
