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 |
|---|---|---|---|---|---|
| NEW ENGLAND RETIREMENT CONSULTANTS | 20-5322603 | — | NONE | $88K | — |
| BERRY DUNN MCNEIL & PARKER LLC | 01-0391345 | — | NONE | $9K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1520346 | — | NONE | $8K | — |
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 |
|---|---|---|---|
| PRINCIPAL LDI CORPORATE 5-15 YEARS PRINCIPAL · EIN 93-2230439 / PN 001 | Common Collective Trust | $6.7M | 66.8% |
| PRINCIPAL LDI CORPORATE 15-25 YEARS PRINCIPAL · EIN 93-2184655 / PN 001 | Common Collective Trust | $3.0M | 29.5% |
Common Collective Trust |
| $187K |
| 1.9% |
