Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WEISS GROUP, INC. | — | NORTHBROOK, IL | NONE | $37K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $31K | — |
| MID ATLANTIC TRUST COMPANY | — | PITTSBURGH, PA | NONE | $5K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
