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 |
|---|---|---|---|---|---|
| MID ATLANTIC TRUST COMPANY | 27-3169253 | — | CUSTODIAN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWG | 36-4018918 | — | RECORD KEEPER | $14K | — |
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.
| % of plan | |||
|---|---|---|---|
| METLIFE SERIES 25053 SA CIT RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | $1.2M | 10.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | ADVISOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC PENSION SERVICES, INC. | 31-1585572 | — | TPA | $18K | — |
