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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $392K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | RETAINED BY EMPLOYER | $282K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | RETAINED BY EMPLOYER | $19K | — |
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 |
|---|---|---|---|
| GREAT GRAY CIT DB GROWTH PORT GREAT GRAY CIT · EIN 82-0737797 / PN 187 | Common Collective Trust | $78.1M | 25.5% |
