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 |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 62-1229657 | — | RIA | $73K | — |
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 |
|---|---|---|---|
| INSIGHT STABLE VALUE FUND CLASS M BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | $466K | 2.1% |
