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 |
|---|---|---|---|---|---|
| SPECIALIZED PLAN ADMINISTRATORS | 90-0713048 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVUS ADVISORS | 80-0717897 | — | INVESTMENT ADVISOR | $8K | — |
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 |
|---|---|---|---|
| LAFAYETTE ADV AGGRESSIVE CLASS A ALTA TRUST COMPANY · EIN 46-5158300 / PN 000 | Common Collective Trust | $0 | — |
| LAFAYETTE ADV CONSERVATIVE CLASS A ALTA TRUST COMPANY · EIN 46-5107960 / PN 000 | Common Collective Trust | $0 | — |
| LAFAYETTE ADV MOD CONSERV QDIA A ALTA TRUST COMPANY · EIN 46-5118407 / PN 000 | Common Collective Trust | $0 | — |
| LAFAYETTE ADVISORS MODERATE CLASS A ALTA TRUST COMPANY · EIN 46-5152974 / PN 000 |
Common Collective Trust |
| $0 |
| — |
