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 |
|---|---|---|---|---|---|
| MAGNOLIA CAPITAL ADVISORS | 83-1488684 | — | NONE | $213K | — |
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.
| % of plan | |||
|---|---|---|---|
| DISBURSEMENT PAYMENT ACCOUNT AETNA LIFE INSURANCE COMPANY · EIN 06-6033492 / PN 012 | Pooled Separate Account | $414K | 0.7% |