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 |
|---|---|---|---|---|---|
| RELIANCE TRUST | 58-1428634 | — | CUSTODIAL | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | — | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| THE STANDARD STABLE ASSET II THE STANDARD · EIN 93-0242990 / PN 003 | Common Collective Trust | $1.1M | 9.1% |
| TRUTINA FINANCIAL | 20-2951773 | — | INVESTMENT MANAGER | $0 | — |
