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 |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | — | DENVER, CO | TRUSTEE & CUSTODIAN | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS & FINANCIAL GROUP | 20-5916766 | WAKEFIELD, MA | RECORDKEEPER | $37K | — |
| 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 |
|---|---|---|---|
| MET LIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $4.7M | 11.0% |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | $3.2M | 7.4% |
| Direct comp |
|---|
| Indirect comp |
|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | WAKEFIELD, MA | INVESTMENT ADVISOR | $47K | — |
| BLACKROCK MID CAP EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 |
Common Collective Trust |
| $853K |
| 2.0% |
| BLACKROCK RUSSELL 2000 INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | $717K | 1.7% |
| BLACKROCK U.S. DEBT INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | $395K | 0.9% |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | $348K | 0.8% |
