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 |
|---|---|---|---|---|---|
| BUCK GLOBAL LLC | 13-3954297 | — | NONE | $141K | — |
| FIDELITY INST ASSET MGMT TRUST CO | 20-2159373 | — | NONE | $140K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $41K | — |
| MAHER DUESSELL | 25-1622758 | — | NONE | $11K | — |
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 |
|---|---|---|---|
| MANAGEMENT LONG DURATION POOL FIDELITY INSTITUTIONAL ASSET · EIN 20-2159373 / PN 000 | Common Collective Trust | $8.3M | 42.8% |
| MANAGEMENT AORBETTER-A FIDELITY INSTITUTIONAL ASSET · EIN 20-2159373 / PN 000 | Common Collective Trust | $5.6M | 29.2% |
| FIAM 8-10 YR CRP BD CP FIDELITY INSTITUTIONAL ASSET · EIN 20-2159373 / PN 000 | Common Collective Trust | $4.7M | 24.2% |
