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 |
|---|---|---|---|---|---|
| STRICKER TPA & ADVISORY LLC | 92-2882635 | WILLS POINT, TX | TPA ADVISOR | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | SALT LAKE CITY, UT | PARTICIPANT BROKERAGE | $201 | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| METLIFE UTC STABLE VALUE FUND AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | $1.3M | 6.6% |
| UTC WPS CONSV II AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | $3K | <0.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| AMERICAN TRUST CO. | 61-2025474 | LEXINTON, MA | CONTRACT ADMINISTRATOR | $71K | — |
Common Collective Trust |
| $0 |
| <0.1% |
| UTC WPS GRTH II AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 001 | Common Collective Trust | $0 | <0.1% |
