Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS | 45-5291215 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTIT ASSET MANAGE | 20-4659714 | — | NONE | $412K | — |
| FID INV INST OPS CO |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIAM 810 YEAR CORPORATE BOND FIDELITY INSTITUTIONAL ASSET MANAGEMENT TR. CO. · EIN 20-4659714 / PN 155 | Common Collective Trust | — | $86.5M | $80.6M | 37.1% | |
| FIAM SHORT DURATION POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TR. CO. · EIN 20-4659714 / PN 016 | Common Collective Trust | — | $62.5M | $66.6M | 30.6% | |
| FIAM LONG CORPORATE A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TR. CO. · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $46.0M | $36.1M | 16.6% | |
| Fidelity Long-Term Treasury Bond Index Fund | U.S. Treasuries | — | $40.7M | $25.4M | 11.7% | |
| Fidelity Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | $10.2M | $8.5M | 3.9% | |
| Limited partnership - CID Capital Opportunity Fund II, L.P. | Other securities | — | $281K | $54K | <0.1% | |
| Limited partnership - CID Capital Opportunity Fund I, L.P. | Other securities | — | — | $43K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2647786 |
| — |
| NONE |
| $158K |
| — |
| JOHNSON LAMBERT | 52-1446779 | — | NONE | $18K | — |
