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 | $600K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — | INVESTMENT ADVISOR | $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 |
|---|---|---|---|
| BJ'S WHOLESALE CLUB, INC MASTER TR BJ'S WHOLESALE CLUB, INC. · EIN 04-3785526 / PN 001 | Master Trust | $0 | — |
| Direct comp |
|---|
| Indirect comp |
|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $19K | — |
