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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| COMPENSATION SYSTEMS, INC. | 13-9116300 | — | CONTRACT ADMINISTRATOR | $4K | — |
| COMPENSATION SYSTEMS, INC. |
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 |
|---|---|---|---|
| FRS MFS MID CAP GROWTH G1 FD GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | $65K | 0.8% |
| GREAT GRAY FID INST AM CR FI U GREAT GRAY TRUST COMPANY · EIN 38-7275326 / PN 001 | Common Collective Trust | $29K | 0.3% |
| 35-1277460 |
| — |
| CONTRACT ADMINISTRATOR |
| $3K |
| — |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 |
Common Collective Trust |
| $24K |
| 0.3% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $21K | 0.3% |
| FRS WESTERN AST CRBD CIT CL G1 GREAT GRAY TRUST COMPANY · EIN 82-4408926 / PN 373 | Common Collective Trust | $0 | <0.1% |
| FRS FRANKLIN INT'L GWTH G1 FD GREAT GRAY TRUST COMPANY · EIN 26-3783561 / PN 911 | Common Collective Trust | $0 | <0.1% |