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 |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $330 | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 |
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.
| % of plan | |||
|---|---|---|---|
| MANAGED INCOME PORTFOLIO CL2 FID MGMT TRUST CO · EIN 04-3022712 / PN 024 | Common Collective Trust | $61K | 100.0% |
| — |
| ADVISOR |
| $213 |
| — |