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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $45K | — |
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.
| % of plan | |||
|---|---|---|---|
| WT BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770302 / PN 153 | Common Collective Trust | $3.4M | 15.8% |
| WT BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770208 / PN 151 | Common Collective Trust | $2.8M | 13.3% |
| WT BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770263 / PN 152 | Common Collective Trust | $2.6M | 12.1% |
| WT BR LIFEPATH RET GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773846 / PN 157 | Common Collective Trust | $1.5M | 7.1% |
| WT BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770058 / PN 150 | Common Collective Trust | $1.3M | 6.0% |
| WT BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3763061 / PN 149 | Common Collective Trust | $976K | 4.6% |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 375 | Common Collective Trust | $760K | 3.6% |
| WT BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 46-3302432 / PN 178 | Common Collective Trust | $548K | 2.6% |
| WT BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2700166 / PN 158 | Common Collective Trust | $542K | 2.6% |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 325 | Common Collective Trust | $411K | 1.9% |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | $387K | 1.8% |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | $329K | 1.6% |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | $295K | 1.4% |
| VICT SM CAP GR I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | $290K | 1.4% |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | $112K | 0.5% |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | $17K | <0.1% |
| WT FT INTL STK I1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | $7K | <0.1% |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | <0.1% |
| WT EMERGING MKTS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 86-1819869 / PN 672 | Common Collective Trust | $0 | <0.1% |
