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 | -$34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | 13-5657518 | — | INVESTMENT ADVISOR | $37K | — |
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 |
|---|---|---|---|
| CT STABLE INC I-25 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 018 | Common Collective Trust | $1.2M | 5.1% |
| PUTNAM SM CP GR R GREAT GRAY TRUST COMPANY, LLC · EIN 86-1846156 / PN 677 | Common Collective Trust | $549K | 2.3% |
| PUTN LG CP VAL TR I |
Common Collective Trust |
| $441K |
| 1.9% |
