| Relationships | Role | Relationship Start | Relationship End |
| Plaza Llc | Parent | 1/31/2000 | 2/29/2000 |
| Plaza Corporation, The | Parent | 10/8/1998 | 1/30/2000 |
| Citistreet Associates Llc | Subsidary | 10/8/1998 | 2/29/2000 |
| Citistreet Mortgage Services, Inc. | Subsidary | 10/8/1998 | 2/29/2000 |
| Citistreet Financial Services Llc | Subsidary | 2/29/2000 | 2/29/2000 |
| Citistreet Funds Management Llc | Subsidary | 2/29/2000 | 2/29/2000 |
| Copeland Financial Services, Inc. | Subsidary | 10/8/1998 | 2/28/2000 |
| American Odyssey Funds Management, Inc. | Subsidary | 10/8/1998 | 2/28/2000 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Citistreet Retirement Services Llc | Buyer | Discontinued | 3/1/2000 |