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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH INC | 48-1233289 | — | ADVISOR | $55K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $24K | — |
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 |
|---|---|---|---|
| INTL GROWTH II R1 WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619 | Common Collective Trust | $1.3M | 3.8% |
| LRG CAP GRTH III R1 WILMINGTON TRUST, N.A. · EIN 38-7275327 / PN 001 | Common Collective Trust | $1.2M | 3.6% |
