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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | CONSULTANT | $48K | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRP STABLE VALUE A T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 002 | Common Collective Trust | $3.5M | 10.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| SIKICH LLC | 36-3168081 | — | ACCOUNTANT/AUDITOR | $7K | — |