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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | NONE | $52K | — |
| BOLTON PARTNERS, INC. | 52-1231144 | — | NONE | $0 | — |
| SMITH & DOWNEY, P.A. | 52-1839270 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $3.3M | 16.0% |
