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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RET. PLAN SVC. | — | IRVINE, CA | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INV. ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct 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 |
|---|---|---|---|
| EB MAGIC 40 STABLE VALUE FUND KEYBANK NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | $234K | 4.7% |
| Indirect comp |
|---|
| STOWE & DEGON, LLC | 04-3379904 | — | ACCOUNTANT | $15K | — |
