Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICES | 35-0472300 | — | CUSTODIAN | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.W. COLE INVESTMENT ADVISORS | 59-3680571 | — | ADVISORY | $14K | — |
| CYPRESS WEALTH MANAGEMENT |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-5319344 |
| — |
| ADVISORY |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP | 72-1487108 | — | TPA | $2K | — |
