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 |
|---|---|---|---|---|---|
| JP MORGAN INVEST HOLDING LLC | — | — | RECORDKEEPER | $255 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $23K | — |
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 | |||
|---|---|---|---|
| GOLDMAN SACHS STABLE VALUE CIT INV GOLDMAN SACHS STABLE VALUE · EIN 13-4166989 / PN 025 | Common Collective Trust | $273K | 3.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES INC | — | SALEM, OR | CONTRACT ADMIN | $595 | — |
