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 | 01-0233346 | — | RETAINED BY EMPLOYER | $1K | — |
| WOODBURY FINANCIAL | 41-0944586 | — | RETAINED BY EMPLOYER | $0 | — |
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 |
|---|---|---|---|
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | $640K | 7.0% |
