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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $52K | — |
| M HOLDINGS SECURITIES, INC | 91-1802259 | — | RETAINED BY EMPLOYER | $33K | — |
| FREEDMAN & GOLDBERG CPAS PC | 38-2622626 | — | RETAINED BY EMPLOYER | $12K | — |
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 |
|---|---|---|---|
| METLIFE SV SERIES 25053 RELIANCE TRUST CO · EIN 46-6625485 / PN 001 | Common Collective Trust | $1.6M | 7.2% |
