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 |
|---|---|---|---|---|---|
| AMERICAN TRUST | 62-0951563 | — | NONE | $43K | — |
| GLOBAL ASSETS ADVISORY | — | ORLANDO, FL | NONE | $9K | — |
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 |
|---|---|---|---|
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | $1.7M | 62.2% |
