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 | 80-0709115 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS | 47-1534832 | — | ADVISOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| METLIFE STABLE VAL SER 25157 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGR RET R1 WILMINGTON TRUST, N.A. · EIN 47-2238264 / PN 210 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGR 2025 R1 |
| CREATIVE RETIREMENT SYSTEM | 31-1299207 | — | TPA | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY PROFESSIONALS, LLP | 32-0043599 | — | AUDITOR | $48K | — |
Common Collective Trust |
| $0 |
| — |
| FLEXPATH INDEX AGGR 2035 R1 WILMINGTON TRUST, N.A. · EIN 47-2468898 / PN 216 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGR 2045 R1 WILMINGTON TRUST, N.A. · EIN 47-2503540 / PN 219 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGR 2055 R1 WILMINGTON TRUST, N.A. · EIN 47-2554270 / PN 222 | Common Collective Trust | $0 | — |
