Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — | BUNDLED RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | INVESTMENT ADVISOR | $34K | — |
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D AMERITAS LIFE INSURANCE CORP. · EIN 47-0098400 / PN 001 | Pooled Separate Account | — | — | $8.8M | 91.6% |
| Ameritas Life Ins. Corporation Separate Account D | — | — | — | $1.2M | 12.1% |
| Ameritas Life Ins. Corporation Guaranteed Account | — | — | — | $28K | 0.3% |
