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 |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
| THE BENEFIT ADVANTAGE, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE LIFE INSURANCE CO · EIN 13-5570551 / PN 000 | Pooled Separate Account | $1.3M | 7.2% |
| 38-3254950 |
| — |
| CONTRACT ADMINISTRATOR |
| $2K |
| — |
