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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | ADVISOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | CONTRACT ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| WILMINGTON TRUST AMRCN FD 2030 FD C WILMINGTON TRUST · EIN 38-4126262 / PN 566 | Common Collective Trust | $1.2M | 8.8% |
| WILMINGTON TRUST AMRCN FD 2025 CIT WILMINGTON TRUST · EIN 38-4126261 / PN 565 | Common Collective Trust | $1.0M | 7.7% |
| Direct comp |
|---|
| Indirect comp |
|---|
| HOTTA LIESENBERG SAITO LLP | 26-3613575 | — | PLAN AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS CO | 04-1590850 | — | SERVICE PROVIDER | $72K | — |
| WILMINGTON TRUST AMRCN 2040 FD CIT WILMINGTON TRUST · EIN 38-4126264 / PN 568 |
Common Collective Trust |
| $287K |
| 2.2% |
| WILMINGTON TRUST AMRCN FD 2045 CIT WILMINGTON TRUST · EIN 38-4126265 / PN 569 | Common Collective Trust | $278K | 2.1% |
| WILMINGTON TRUST AMRCN FD 2055 CIT WILMINGTON TRUST · EIN 38-4126267 / PN 571 | Common Collective Trust | $246K | 1.9% |
| WILMINGTON TRUST AMRCN FD 2015 CIT WILMINGTON TRUST · EIN 38-4126259 / PN 563 | Common Collective Trust | $206K | 1.6% |
| WILMINGTON TRUST AMRCN FD 2035 CIT WILMINGTON TRUST · EIN 38-4126263 / PN 567 | Common Collective Trust | $203K | 1.5% |
| WILMINGTON TRUST AMRCN FD 2020 CIT WILMINGTON TRUST · EIN 38-4126260 / PN 564 | Common Collective Trust | $168K | 1.3% |
| WILMINGTON TRUST AMRCN FD 2050 CIT WILMINGTON TRUST · EIN 38-4126266 / PN 570 | Common Collective Trust | $130K | 1.0% |
| WILMINGTON TRUST AMRCN FD 2060 CIT WILMINGTON TRUST · EIN 38-4126268 / PN 572 | Common Collective Trust | $85K | 0.6% |
| WILMINGTON TRUST AMRCN FD 2010 CIT WILMINGTON TRUST · EIN 38-4126290 / PN 593 | Common Collective Trust | $33K | 0.2% |
