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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO. INC. | 39-6037917 | — | CONSULTANT | $112K | — |
| ASSET HEALTH, INC | 65-1258234 | — | INVESTMENT ADVISORY | $9K | — |
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 |
|---|---|---|---|
| LG CAP GR III R1 WILMINGTON TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | $15.5M | 13.5% |
| RPAG/WILMINGTON LG CAP VAL FD R1 WILMINGTON · EIN 38-4065329 / PN 426 | Common Collective Trust | $9.5M | 8.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Common Collective Trust |
| $9.2M |
| 8.0% |
| WT EUROPACIFIC GR TRUST R1 WILMINGTON TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | $3.6M | 3.1% |
