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 |
|---|---|---|---|---|---|
| ONE AMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $28K | — |
| CAVANAGH & O'HARA | 37-1259635 | — | NONE | $13K | — |
| ROMOLO & ASSOCIATES, LLC | 84-2885766 | — | NONE | $12K | — |
| RJ LEE & ASSOCIATES, LLP | 84-4052574 | — | NONE | $10K |
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 | |||
|---|---|---|---|
| ONE AMERICA STABLE FUND CL Z BMO HARRIS BANK NA · EIN 39-6490536 / PN 001 | Common Collective Trust | $417K | 3.1% |
| — |
| INVESTMENT CONSULTING GROUP | 42-1358707 | — | NONE | $6K | — |
