Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMI | — | NORTHBROOK, IL | NONE | $75K | — |
| HOWARD SIMON & ASSOCIATES, INC. | — | RIVERWOODS, IL | NONE | $52K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $11K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
