Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORE DOCUMENTS, INC. | — | BRADENTON, FL | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | PITTSBURGH, PA | INVESTMENT BROKER | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Morgan Stanley | Other securities | — | $1.5M | $1.5M | 19.2% | |
| Morgan Stanley | Other securities | — | $1.5M | $1.5M | 19.1% | |
| Morgan Stanley | Other securities | — | $210K | $436K | 5.6% | |
| Morgan Stanley | Other securities | — | $435K | $435K | 5.6% | |
| Morgan Stanley | Other securities | — | $393K | $412K | 5.3% | |
| Morgan Stanley | Other securities | — | $270K | $334K | 4.3% | |
| Morgan Stanley | Other securities | — | $291K | $334K | 4.3% | |
| Morgan Stanley | Other securities | — | $256K | $310K | 4.0% | |
| Morgan Stanley | Other securities | — | $270K | $307K | 3.9% | |
| Morgan Stanley | Other securities | — | $260K | $297K | 3.8% | |
| Morgan Stanley | Other securities | — | $231K | $296K | 3.8% | |
| Morgan Stanley | Other securities | — | $270K | $286K | 3.7% | |
| Morgan Stanley | Other securities | — | $240K | $285K | 3.7% | |
| Morgan Stanley | Other securities | — | $287K | $279K | 3.6% | |
| Morgan Stanley | Other securities | — | $273K | $273K | 3.5% | |
| Morgan Stanley | Other securities | — | $179K | $235K | 3.0% | |
| Morgan Stanley | Other securities | — | $190K | $190K | 2.4% | |
| Morgan Stanley | Other securities | — | $91K | $104K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RICHMOND & COMPANY, CPA'S, A.C. | — | BECKLEY, WV | ACCOUNTANT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DICKINSON WRIGHT, PLLC | — | CHICAGO, IL | ATTORNEY | $51K | — |
