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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY EMPLOYER | $146K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | RETAINED BY EMPLOYER | $20K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | RETAINED BY EMPLOYER | $19K | — |
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 |
|---|---|---|---|
| LARGE CAP GROWTH FUND III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | $3.0M | 6.6% |
| MID CAP GROWTH FUND II GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | $2.7M | 6.0% |
| LARGE CAP VALUE FUND I GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 |
Common Collective Trust |
| $1.6M |
| 3.5% |
| JANUS INTL ALPHA EQU CIT III GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001 | Common Collective Trust | $1.3M | 2.8% |
