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 | $525 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINTRUST CAPITAL ADV DBA FINTRUST | 26-1204987 | — | ADVISOR | $11K | — |
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 | |||
|---|---|---|---|
| PIMCO STABLE INC 2 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | $0 | — |
| PUTN LARGE CP VAL R1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
