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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEDERSON LLP | 22-2978848 | — | ACCOUNTANT | $13K | — |
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 |
|---|---|---|---|
| METLIFE STBLE VALUE L WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | $235K | 6.2% |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | $160K | 4.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
| STATE ST RUSS SC IDX VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 339 |
Common Collective Trust |
| $7K |
| 0.2% |
| STATE ST INTL IDX SEC LEND VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 335 | Common Collective Trust | $6K | 0.2% |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | $2K | <0.1% |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | $1K | <0.1% |
