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 | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE VIEW | 33-0818667 | — | INVESTMENT ADVISOR | $68K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $30K | — |
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 |
|---|---|---|---|
| SS S&P 500 INDEX K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | $75.2M | 19.4% |
| GG FKLN GROWTH S GREAT GRAY TRUST COMPANY · EIN 82-3341628 / PN 360 | Common Collective Trust | $27.6M | 7.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH | 36-2152202 | — | ATTORNEY/LEGAL | $14K | — |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 |
Common Collective Trust |
| $12.5M |
| 3.2% |
| SS RSL SMMDCP IDX K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | $12.0M | 3.1% |
| SS GACEQ EX-US IDX K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | $6.2M | 1.6% |
| SS US BOND INDEX K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 462 | Common Collective Trust | $5.7M | 1.5% |
