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 |
|---|---|---|---|---|---|
| FUTUREPLAN | 82-3719843 | — | SERVICE PROVIDER | $10K | — |
| EXPAND FINANCIAL | 27-1124147 | — | SERVICE PROVIDER | $9K | — |
| AVEO CAPITAL | 27-4981131 | — | 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 |
|---|---|---|---|
| VARIABLE ANNUITY CONTRACT VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0291708 / PN 000 | Pooled Separate Account | $11.4M | 96.0% |