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 |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $39K | — |
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $32K | — |
| NATIONAL FINANCIAL SERVICES LLC | 04-3523567 | — | NONE | $11K | — |
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 |
|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | $2.2M | 11.3% |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK · EIN 52-2250946 / PN 001 | Common Collective Trust | $1.5M | 7.5% |
Common Collective Trust |
| $953K |
| 4.9% |
| BLACKROCK RUSSELL 2000 INDEX FUND WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | $549K | 2.8% |
| BLACKROCK US DEBT INDEX CL R WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | $96K | 0.5% |
| BLACKROCK EAFE EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | $63K | 0.3% |
