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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLSWORTH ADVISORS LLC | 82-5501752 | — | ADVISOR | $13K | — |
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.
| % of plan | |||
|---|---|---|---|
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | $24K | 0.4% |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | $21K | 0.4% |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | $18K | 0.3% |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | $222 | <0.1% |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | $220 | <0.1% |
| PNR LG CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065312 / PN 398 | Common Collective Trust | $0 | <0.1% |
