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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS LLC | — | BOSTON, MA | INVESTMENT ADVISOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| THE STANDARD STABLE ASSET II JP MORGAN STABLE VALUE · EIN 93-0242990 / PN 000 | Common Collective Trust | $1.6M | 18.3% |
| NUVEEN TIAA LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $210K | 2.4% |
| NUVEEN TIAA LIFECYCLE INDEX 2035 R |
| Indirect comp |
|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | OAK BROOK, IL | AUDITOR | $8K | — |
Common Collective Trust |
| $182K |
| 2.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $104K | 1.2% |
| NUVEEN TIAA LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $11K | 0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $3K | <0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $3K | <0.1% |
