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 |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | 06-1050034 | — | NONE | $33K | — |
| THE WATKINS JOHNSEY PROFESSIONAL GR | 63-1128344 | — | NONE | $13K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $5K | — |
| LOCKTON INVESTMENT ADVISORS, LLC | 20-8874282 | — | NONE | $5K | — |
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $120 | — |
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 |
|---|---|---|---|
| PRU DAY ONE IFX TARG BAL PRUDENTIAL RTIREMENT NS. · EIN 06-1050034 / PN 697 | Pooled Separate Account | $6.4M | 26.4% |
| SCV / SILVERREST PRDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 126 | Pooled Separate Account | $402K | 1.7% |
