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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT | 20-2480800 | — | INVESTMENT ADVISOR | $47K | — |
| 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 |
|---|---|---|---|
| FISHER ALL WRLD EQ 3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | $637K | 6.7% |
| FISHER US FXD INC 3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | $108K | 1.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| KRONICK KALADA BERDY & CO., P.C. | 23-2667890 | — | ACCOUNTANT/AUDITOR | $8K | — |
