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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH LEONARD PLLC | 20-5907591 | — | ACCOUNTIN | $10K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 |
|---|---|---|---|
| WP SR GROWTH 1 ALTA TRUST COMPANY · EIN 81-2787171 / PN 001 | Common Collective Trust | $0 | — |
| WP SR AGGRESSIVE 1 ALTA TRUST COMPANY · EIN 81-2752913 / PN 001 | Common Collective Trust | $0 | — |
| PUTNAM STABLE VALUE |
Common Collective Trust |
| $0 |
| — |
| WP SR CONSEVATIVE 1 ALTA TRUST COMPANY · EIN 81-2856710 / PN 001 | Common Collective Trust | $0 | — |
| WP SR MODERATE 1 ALTA TRUST COMPANY · EIN 81-2877419 / PN 001 | Common Collective Trust | $0 | — |
| WP SR BALANCED 1 ALTA TRUST COMPANY · EIN 81-2820802 / PN 001 | Common Collective Trust | $0 | — |
