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 |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $123K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $54K | — |
| MARQUETTE ASSOCIATES, INC | 36-3485298 | — | NONE | $40K | — |
| MAGALY NAVA | 20-5002115 | — | EMPLOYEE | $34K | — |
| GREGORIO, STEC, KLEIN & HOSE | 99-0408958 | — | NONE | $32K | — |
| FIDELITY INVESTMENTS INSTL OPS |
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 |
|---|---|---|---|
| SMW 73 STABLE VALUE FUND TTES OF SMW INTL ASSOC LOCAL 73 ANNUITY FUND · EIN 20-5002115 / PN 004 | Master Trust | $109.4M | 15.5% |
| FIAM BLEND TD 2040 COMMINGLED POOL |
| 04-2647786 |
| — |
| NONE |
| $32K |
| — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $14K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $11K | — |
| CALIBRE CPA GROUP, LLC | 47-0900880 | — | NONE | $9K | — |
| RICHARD WOLF & CO | 36-3182363 | — | NONE | $8K | — |
Common Collective Trust |
| $28.1M |
| 4.0% |
| FIAM BLEND TD 2045 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | $27.0M | 3.8% |
| FIAM BLEND TD 2050 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | $23.8M | 3.4% |
| FIAM BLEND TD 2035 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | $18.5M | 2.6% |
| FIAM BLEND TD 2055 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | $17.9M | 2.5% |
| FIAM BLEND TD 2030 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | $17.7M | 2.5% |
| FIAM BLEND TD 2025 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | $14.5M | 2.0% |
| FIAM BLEND TD 2060 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | $12.5M | 1.8% |
| FIAM BLEND TD 2020 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | $4.6M | 0.6% |
| FIAM BLEND TD 2065 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | $4.0M | 0.6% |
| FIAM BLEND TD 2015 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | $1.1M | 0.2% |
| FIAM BLEND TD INC COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | $744K | 0.1% |
| FIAM BLEND TD 2010 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | $412K | <0.1% |
| FIAM BLEND TD 2005 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | $0 | <0.1% |
