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 |
|---|---|---|---|---|---|
| BLACK DIAMOND FINANCIAL, LLC | — | NUTLEY, NJ | NONE | $23K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $17K | — |
| WATKINS ROSS | 38-1477362 | GRAND RAPIDS, MI | NONE | $14K | — |
| LADENBURG THALMAN ASSET MANAGEMENT | — | NEW YORK, NY | NONE | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $1K | — |
| UNIVERSITY BANCORP, INC. |
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 |
|---|---|---|---|
| LADENBURG TP GROWTH & INCOME INVEST AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 | Common Collective Trust | $5.6M | 15.6% |
| LANDENBURG TP GROWTH INVESTOR AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 | Common Collective Trust | $1.7M | 4.8% |
| — |
| ANN ARBOR, MI |
| PLAN SPONSOR |
| $0 |
| — |
| LADENBURG TP AGGR GROWTH INVESTOR AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 |
Common Collective Trust |
| $1.7M |
| 4.7% |
| LADENBURG TP INCOME & GROWTH INVEST AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 | Common Collective Trust | $1.2M | 3.5% |
| LADENBURG TP INCOME INVESTOR AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 | Common Collective Trust | $16K | <0.1% |
