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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $65K | — |
| ANNEX WEALTH MANAGEMENT | 68-0524298 | — | NONE | $32K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $17K | — |
| BUILT VALUATIONS | — | DENVER, CO | NONE | $15K | — |
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 | |||
|---|---|---|---|
| ONEAMERICA STABLE VALUE FUND ONEAMERICA RETIREMENT SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | $5.5M | 20.5% |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
