Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $47K | — |
| CRI TPA SERVICES, LLC | 83-4124826 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 35-2552359 |
| — |
| INVESTMENT ADVISORY PLAN |
| $40K |
| — |
| SOUTHWEST BANK | 75-0749819 | — | INVESTMENT ADVISORY PLAN | $39K | — |
