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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WR WEALTH PLANNERS LLC | 84-3688798 | COLUMBIA, MO | ADVISOR | $19K | — |
| SFW PARTNERS LLC | 43-1764273 | ST LOUIS, MO | ADVISOR | $0 | — |
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 |
|---|---|---|---|
| BEST OF AMERICA NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A P S - PENTEGRA | 13-3892096 | CHARLOTTE, NC | TPA | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON-CO-FID-3(21) | 26-2409128 | SHAWNEE MISSION, KS | 3(21) SERVICES | $748 | — |
