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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $46K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUFFY KRUSPODIN, LLP | 95-4244839 | — | ACCOUNTANT | $15K | — |
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 |
|---|---|---|---|
| LARGE CAP GR- I1 WILMINGTON TRUST CO · EIN 82-4435820 / PN 375 | Common Collective Trust | $2.0M | 12.1% |
| FLEXPATH IDX MOD 2055 I1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | $1.8M | 11.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $45K | — |
Common Collective Trust |
| $1.2M |
| 7.6% |
| FLEXPATH IDX MOD 2035 I1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | $1.2M | 7.5% |
| FLEXPATH IDX MOD 2045 I1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | $1.0M | 6.2% |
| FLEXPATH IDX MOD RET I1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | $730K | 4.5% |
| FLEXPATH IDX MOD 2025 I1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | $666K | 4.1% |
| FLEXPATH IDX AGG 2035 I1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | $89K | 0.6% |
| SMALL CAP GROWTH FUND - I1 WILMINGTON TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | $62K | 0.4% |
| FLEXPATH IDX AGG 2055 I1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | $24K | 0.1% |
| FLEXPATH IDX AGG 2025 I1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | $12K | <0.1% |
| FLEXPATH IDX AG 2045 I1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | $8K | <0.1% |
| FLEXPATH IDX CON 2045 I1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | $4K | <0.1% |
| FLEXPATH IDX AGG RET I1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | $4K | <0.1% |
| FLEXPATH IDX CON 2055 I1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | $3K | <0.1% |
| FLEXPATH IDX CON 2035 I1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | $0 | <0.1% |
