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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $31K | — |
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 |
|---|---|---|---|
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | $1.0M | 7.5% |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | $691K | 5.0% |
Common Collective Trust |
| $156K |
| 1.1% |
