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 |
|---|---|---|---|---|---|
| JPMORGAN INVESTMENT HOLDINGS LLC | 71-0930745 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ASCENT GROUP LLC | — | VIRGINIA BEACH, VA | INVESTMENT ADVISOR | $13K | — |
| 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 |
|---|---|---|---|
| RTC STABLE VALUE FD CIT SER. 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $0 | — |
| SMALL CAP VALUE FUND II FEE CLASS R AST WILMINGTON TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | $0 | — |
| Indirect comp |
|---|
| PBMARES, LLP | 54-0737372 | — | TPA | $1K | — |
