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 SERV. | — | IRVINE, CA | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $79K | — |
| FINANCIAL SOLUTIONS LLC | — | WAUKESHA, WI | INVESTMENT ADVISOR | $26K | — |
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 50 STABLE VALUE FUND KEYBANK, NA ( EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | $1.7M | 0.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHORE TOMPKINS ACTUARIAL RESOURCES | — | CHICAGO, IL | CONTRACT ADMIN | $47K | — |
