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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUMMIT GROUP RETIREMENT PLANNERS | 46-4198717 | — | INVESTMENT ADVISOR | $15K | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SUB-ACCOUNTS OF FIDELITY INVESTMENT FIDELITY INVESMENTS · EIN 04-2647786 / PN 000 | Common Collective Trust | $0 | — |
| Direct comp |
|---|
| Indirect comp |
|---|
| N.A. FALCONE & ASSOCIATES, INC. | 23-2773128 | — | THIRD PARTY ADMINISTRATO | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAINER & COMPANY | 23-2183936 | — | AUDITOR | $17K | — |
