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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHEL & TITUS, LLP | 13-2781641 | — | ACCOUNTANT | $20K | — |
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 |
|---|---|---|---|
| MFS GROWTH EQUITY S WILMINGTON TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | $722K | 11.6% |
| PUT LARGE CAP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | $652K | 10.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 |
Common Collective Trust |
| $545K |
| 8.7% |
| CLEARBRIDGE INTL GR S1 WILMINGTON TRUST COMPANY · EIN 82-3125078 / PN 346 | Common Collective Trust | $240K | 3.9% |
| EAGLE MID CAP GR 1 ALTA TRUST COMPANY · EIN 85-0524193 / PN 001 | Common Collective Trust | $9K | 0.1% |
