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 | -$296K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $160K | — |
| PRECEPT ADVISORY GROUP | 56-1623293 | — | INVESTMENT ADVISOR | $150K | — |
| H.R. ADVISORS INC | 03-0473395 |
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 |
|---|---|---|---|
| FID GROWTH CO POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | $107.4M | 13.9% |
| PIMCO STABLE INC 5 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | $84.6M | 10.9% |
| — |
| CONSULTANT |
| $35K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES | 04-3728817 | — | ACCOUNTANT/AUDITOR | $33K | — |
Common Collective Trust |
| $38.5M |
| 5.0% |
| CT BALANCED TRUST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 110 | Common Collective Trust | $33.1M | 4.3% |
| AC RD 2025 TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $31.9M | 4.1% |
| AC IN RETIRE TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $26.7M | 3.5% |
| AC RD 2035 TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $18.0M | 2.3% |
| AC RD 2040 TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $15.8M | 2.0% |
| AC RD 2050 TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $11.9M | 1.5% |
| AC RD 2045 TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $11.5M | 1.5% |
| AC RD 2055 TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $7.0M | 0.9% |
| AC RD 2060 TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $4.1M | 0.5% |
| AC RD 2065 TR X GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $2.0M | 0.3% |
