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 ENTERPRISES | 01-0233346 | — | ADMINISTRATOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | ADVISOR | $38K | — |
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 | |||
|---|---|---|---|
| METLIFE SV SERIES 25053 CL 0 RELIANCE TRUST CO- METLIFE SV · EIN 46-6625485 / PN 001 | Common Collective Trust | $1.3M | 3.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICE | — | IRVING, TX | RETAINED BY CLIENT | $21K | — |
