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 | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON FINANCIAL ADVISORS LLC | 20-3247391 | — | ADVISOR | $90K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| AC IN RETIRE TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| Direct comp |
|---|
| Indirect comp |
|---|
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $41K | — |
