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 |
|---|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | 81-4671791 | — | RETAINED BY EMPLOYER | $66K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $36K | — |
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 |
|---|---|---|---|
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | $1.4M | 3.6% |
| DIVIDEND ARISTOCRATS PRT DAP I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 340 | Common Collective Trust | $68K | 0.2% |
