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 INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 13-2624428 | — | INVESTMENT ADVISOR | $32K | — |
| 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 |
|---|---|---|---|
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | $321K | 2.2% |
| GREAT GRAY MID CAP VALUE FEE CL R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | $156K | 1.1% |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | 13-2624428 | — | INVESTMENT MGMT | $5K | — |
Common Collective Trust |
| $133K |
| 0.9% |
