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 | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| CLEAR INVESTMENT RESEARCH, LLC | 46-3868027 | — | INVESTMENT ADVISOR | $6K | — |
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 |
|---|---|---|---|
| BTC LPATH IDX 2035 N BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4382843 / PN 001 | Common Collective Trust | $0 | — |
| BTC MID CAP EQ IDX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-3343205 / PN 001 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIIOC | — | ERLANGER, KY | OTHER | $7K | — |
Common Collective Trust |
| $0 |
| — |
| SS RSL SM CAP IDX II STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 106 | Common Collective Trust | $0 | — |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | $0 | — |
| SS GACEQ EXUS IDX II STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | $0 | — |
| SS US BOND INDX XIV STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | $0 | — |
| BTC LPATH IDX RET N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1458076 / PN 001 | Common Collective Trust | $0 | — |
| BTC LPATH IDX 2025 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1483157 / PN 001 | Common Collective Trust | $0 | — |
| BTC LPATH IDX 2030 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1498398 / PN 001 | Common Collective Trust | $0 | — |
| BTC LPATH IDX 2040 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1532549 / PN 001 | Common Collective Trust | $0 | — |
| BTC LPATH IDX 2045 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1546505 / PN 001 | Common Collective Trust | $0 | — |
| BTC LPATH IDX 2050 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1562543 / PN 001 | Common Collective Trust | $0 | — |
| BTC LPATH IDX 2055 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1578259 / PN 001 | Common Collective Trust | $0 | — |
| BTC LPATH IDX 2060 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1592041 / PN 001 | Common Collective Trust | $0 | — |
| BTC LPATH IDX 2065 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 84-1845096 / PN 001 | Common Collective Trust | $0 | — |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $0 | — |