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 | $713 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $0 | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | $0 | — |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $0 | — |
| PUTNAM STABLE VALUE |
| Direct comp |
|---|
| Indirect comp |
|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | LEGAL | $13K | — |
Common Collective Trust |
| $0 |
| — |