Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT CO | 95-1411037 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX WEALTH MANAGEMENT, INC | — | SCOTTSDALE, AZ | INVESTMENT ADVISOR | $25K | — |
| WELLS FARGO ADVISORS |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN FRANCISCO, CA |
| INVESTMENT MANAGEMENT |
| $8K |
| — |
