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 |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISORS INC | 23-2697799 | MAYFIELD HEIGHTS, OH | INVESTMENT ADVISOR | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | 85-0833363 | ERIE, PA | TPA | $24K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| RELIANCE TRUST NEW YORK LIFE CL 0 RELIANCE TRUST · EIN 46-6350416 / PN 001 | Common Collective Trust | $4.1M | 9.7% |
| Indirect comp |
|---|
| MCMANUS, DOSEN & CO. | 34-1639529 | MIDDLEBURG HEITS, OH | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558000 | SAN FRANCISCO, CA | PLATFORM PROVIDER | $13K | — |
