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 |
|---|---|---|---|---|---|
| GUIDANCE POINT RET SERVICES, LLC | 45-4118952 | — | NONE | $32K | — |
| BAKER NEWMAN NOYES | — | PORTSMOUTH, NH | NONE | $4K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $1K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022 | Common Collective Trust | $3.7M | 4.5% |
