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 INST'L OPS CO | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC FINANCIAL SERVICES | 16-1334685 | — | ADVISOR | $53K | — |
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 | |||
|---|---|---|---|
| LARGE CAP GRTH II R1 WILMINGTON TRUST, N.A. · EIN 38-4139848 / PN 626 | Common Collective Trust | $2.3M | 8.5% |
| LARGE CAP VAL II R1 WILMINGTON TRUST, N.A. · EIN 38-7264544 / PN 707 | Common Collective Trust | $2.1M | 7.7% |
