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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | NONE | $40K | — |
| WILMINGTON FIDUCIARY TRUST SVC, CO. | 26-3523944 | — | NONE | $33K | — |
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 |
|---|---|---|---|
| STANDARD INSURANCE COMPANY STANDARD STABLE ASSET FUND · EIN 93-0242990 / PN 000 | Common Collective Trust | $2.4M | 4.8% |
