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 USA | 01-0233346 | — | RECORDKEEPER | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC ADVISORY SERVICES, LLC | 46-5391363 | PLEASANTON, FL | RIA | $74K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| RELIANCE TR NYL ANCH SER I CL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $4.0M | 5.8% |
| Indirect comp |
|---|
| DEFINITI, LLC | 85-0833363 | ERIE, PA | TPA | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT | 59-2742314 | FORT LAUDERDALE, FL | AUDITOR | $27K | — |
