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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $763 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J. W. COLE ADVISORS, INC. | — | TAMPA, FL | INVESTMENT ADVISOR | $11K | — |
| 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 |
|---|---|---|---|
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA(EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | $390K | 6.0% |
| Direct comp |
|---|
| Indirect comp |
|---|
| EAGLE ACTUARIAL SERVICES, LLC | — | NORTH SALEM, IN | CONTRACT ADMIN | $1K | — |
