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 |
|---|---|---|---|---|---|
| EMPLOYEE FIDUCIARY, LLC | — | MOBILE, AL | RECORD KEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONARCH WEALTH MANAGEMENT | — | WILLIAMSVILLE, NY | FINANCIAL ADVISOR | $42K | — |
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.
| % of plan | |||
|---|---|---|---|
| RELIANCE TRUST STABLE VALUE METLIFE SERIES 25053 · EIN 46-6625485 / PN 001 | Common Collective Trust | $59K | 0.5% |
