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 INVESTEMNTS INST. OPS CO. | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS, LLC | 27-4034238 | — | INVESTMENT ADVISORY | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MORLEY STABLE VALUE FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS CO., LLC · EIN 04-2270522 / PN 000 | Common Collective Trust | $5.0M | 9.1% |
| PUTNAM LARGE CAP VALUE R1 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS CO., LLC · EIN 04-2270522 / PN 000 | Common Collective Trust | $2.1M | 3.9% |
| SMALL CAP GROWTH II R1 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS CO., LLC · EIN 04-2270522 / PN 000 | Common Collective Trust | $715K | 1.3% |
| GG EMERGING MARKETS R1 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS CO., LLC · EIN 04-2270522 / PN 000 | Common Collective Trust | $331K | 0.6% |
| ACTUARIAL CONSULTING SERVCIES, INC. |
| 16-1186135 |
| — |
| CONSULTANT |
| $20K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $2K | — |
