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 |
|---|---|---|---|---|---|
| UNITED PLANNERS FINL SVCS OF AM | 86-0820414 | — | SERVICE PROVIDER | $55K | — |
| VOYA RETIREMENT ADVISORS LLC | 02-0488491 | — | SERVICE PROVIDER | $21K | — |
| BFSG, LLC | 20-8161914 | — | SERVICE PROVIDER | $21K | — |
| MORNING STAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $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 & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $44.3M | 97.9% |
