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 |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | RECORDKEEPER | $640 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SBHU LIFE AGENCY | 13-2896238 | — | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TALCOTT RESOLUTION LIFE INSURANCE SEPARATE ACCT 401 · EIN 06-0974148 / PN 000 | Pooled Separate Account | $3.4M | 92.6% |
| Indirect comp |
|---|
| HUNNEX & SHOEMAKER | 91-1072394 | — | TPA | $700 | — |