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 OP CO | 04-2647786 | — | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC FINANCIAL SERVICES, INC. | 16-1334685 | — | ADVISOR | $47K | — |
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 CAP GROWTH II R1 WILMINGTON TRUST, NA · EIN 38-4139848 / PN 000 | Common Collective Trust | $1.0M | 5.9% |
| LARGE CAP VALUE II R1 GREAT GRAY TRUST COMPANY · EIN 92-1941236 / PN 000 | Common Collective Trust | $927K | 5.4% |
