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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONARCH CORPORATE ADVISORS, INC. | 46-3919960 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
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 |
|---|---|---|---|
| GOLDMAN SACHS SV COL TR IS 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | $2.1M | 31.0% |
