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 | — | RECORD KEEPER | $290K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY & CO, LLC | 20-8764829 | — | INVESTMENT ADVISOR | $27K | — |
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 |
|---|---|---|---|
| CLEARBRIDGE LG CAP GR R2 WILMINGTON TRUST · EIN 82-3106705 / PN 345 | Common Collective Trust | $0 | — |
| CONGRESS MID CAP GR SEI · EIN 87-2865353 / PN 001 | Common Collective Trust | $0 | — |
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust |
| $0 |
| — |
| SCHRODER INTL ALPHA TRUST H1 SEI · EIN 83-2429244 / PN 009 | Common Collective Trust | $0 | — |
