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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | CONSULTANT | $35K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | CONSULTANT | $14K | — |
| DIMEO SCHNEIDER & ASSOCIATES LLC | 36-4001764 |
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 |
|---|---|---|---|
| FID MGD INC PORT FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $0 | — |
| — |
| CONSULTANT |
| $14K |
| — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | CONSULTANT | $11K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| SHOREPOINT CAPITAL PARTNERS LLC | 27-1108488 | — | CONSULTANT | $2K | — |
