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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $228K | — |
| SUN LIFE INVESTMENT MANAGEMENT US I | 68-0635051 | — | NONE | $63K | — |
| BANK OF AMERICA, N.A. NY | 94-1687665 | — | NONE | $60K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | 26-0058143 | — | NONE | $11K | — |
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 |
|---|---|---|---|
| PRUDENTIAL SHORT TERM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 041 | Pooled Separate Account | $800K | 1.2% |