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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $500 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | — | NASHVILLE, TN | INVESTMENT ADVISOR | $12K | — |
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 |
|---|---|---|---|
| EB MAGIC 40 STABLE VALUE FUND KEY BANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | $374 | <0.1% |
