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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $385 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $52K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
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 |
|---|---|---|---|
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | $128K | 0.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGLIN, REICHMANN, SNELLGROVE & | 63-1262841 | — | ACCOUNTANT/AUDITOR | $13K | — |
