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 |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS | 26-0058143 | — | NONE | $35K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICE, INC · EIN 93-6274329 / PN 125 | Common Collective Trust | $755K | 3.2% |
