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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $38K | — |
| CREATIVE RETIREMENT SYSTEMS, INC. | 31-1299207 | — | RECORDKEEPER | $3K | — |
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 |
|---|---|---|---|
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED · EIN 22-2712853 / PN 001 | Common Collective Trust | $964K | 7.8% |
