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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
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 |
|---|---|---|---|
| LARGE CP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 001 | Common Collective Trust | $478K | 4.1% |
| MID CAP GROWTH I1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 001 | Common Collective Trust | $280K | 2.4% |
| MID CAP VALUE FEE I1 WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 001 | Common Collective Trust | $190K | 1.6% |
| INTERNATIONAL EQ I1 WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 001 |
Common Collective Trust |
| $174K |
| 1.5% |
| CORE PLUS BOND I1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 001 | Common Collective Trust | $127K | 1.1% |
| SMALL CAP GR II I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 001 | Common Collective Trust | $115K | 1.0% |
| STABLE VALUE FUND I1 WILMINGTON TRUST, N.A. · EIN 85-4031707 / PN 001 | Common Collective Trust | $49K | 0.4% |
| SMALL CAP VAL II I1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 001 | Common Collective Trust | $16K | 0.1% |