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 |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | CHICAGO, IL | INVEST. ADVISOR | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | AUDITOR | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T ROWE PRICE RET 2025 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $8.7M | 16.9% |
| T ROWE PRICE RET 2020 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $7.6M | 14.7% |
| T ROWE PRICE RET 2030 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $6.4M | 12.4% |
| T ROWE PRICE RET 2045 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $4.8M | 9.2% |
| T ROWE PRICE RET 2035 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $4.5M | 8.7% |
| T ROWE PRICE RET 2050 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $3.4M | 6.6% |
| T ROWE PRICE RET 2055 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $2.0M | 3.8% |
| T ROWE PRICE RET 2040 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $1.5M | 2.9% |
| T ROWE PRICE RET 2060 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $1.0M | 2.0% |
| T ROWE PRICE RET 2010 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $424K | 0.8% |
| T ROWE PRICE RET 2065 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $374K | 0.7% |
| METLIFE SV SERIES 25053 CL 0 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $272K | 0.5% |
| T ROWE PRICE RET 2015 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $122K | 0.2% |
| T ROWE PRICE RET 2005 TRUST A JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | $113K | 0.2% |
