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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| B.RILEY WEALTH ADVISORS INC | 91-1648671 | — | ADVISOR | $22K | — |
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 |
|---|---|---|---|
| AMERICAN INNOVTN CIT ALTA TRUST COMPANY · EIN 88-1455698 / PN 001 | Common Collective Trust | $731K | 5.0% |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $161K | 1.1% |
Common Collective Trust |
| $138K |
| 0.9% |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | $89K | 0.6% |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | $79K | 0.5% |
| FE SMALL CAP OPP 3 BENEFIT TRUST COMPANY · EIN 87-6383971 / PN 335 | Common Collective Trust | $0 | <0.1% |
| FRANKLIN INTL GR R GREAT GRAY TRUST COMPANY · EIN 26-3783561 / PN 911 | Common Collective Trust | $0 | <0.1% |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | $0 | <0.1% |
