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 |
|---|---|---|---|---|---|
| AT RETIRMENT SEVICES | 83-3455979 | DUBUQUE, IA | NONE | $50K | — |
| LADENBURG THALMANN ASSET MANAGEMENT | — | NEW YORK, NY | NONE | $42K | — |
| AMERICANTCS FIDUCIARY SERVICES, LLC | 93-2789379 | PITTSBURGH, PA | NONE | $35K | — |
| SECURITIES AMERICA ADVISORS, INC. | — | LA VISTA, NE | NONE | $22K | — |
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 |
|---|---|---|---|
| LADENBURG TOTAL PORTFOLIO SERIES CO AMERICAN TRUST COMPANY · EIN 35-2695990 / PN 001 | Common Collective Trust | $18.9M | 84.7% |
| BLACKROCK EQUITY INDEX FUND CL 1 WILMINGTON TRUST RETIREMENT INST SERV CO · EIN 20-3802168 / PN 001 | Common Collective Trust | $94K | 0.4% |
| BLACKROCK EAFE EQUITY INDEX FUND CL WILMINGTON TRUST RETIREMENT INST SERV CO · EIN 20-3802495 / PN 001 |
Common Collective Trust |
| $28K |
| 0.1% |
| THE STANDARD STABLE ASSET FUND II STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 002 | Common Collective Trust | $23K | 0.1% |
| BLACKROCK U.S DEBT INDEX FUND CL 1 WILMINGTON TRUST RETIREMENT INST SERV CO · EIN 20-3802445 / PN 002 | Common Collective Trust | $5K | <0.1% |
| FLEXPATH STRATEGIES WILMINGTON TRUST N.A. · EIN 46-4782313 / PN 005 | Common Collective Trust | $0 | <0.1% |
