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 | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLAN LLC | 82-2748926 | — | CONSULTANT | $31K | — |
| Name | EIN | Location | Relation | Direct 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 |
|---|---|---|---|
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $9.5M | 11.0% |
| WESTERN CORE CIT R1 WILMINGTON TRUST, N.A. · EIN 82-4408926 / PN 373 | Common Collective Trust | $1.6M | 1.9% |
| Indirect comp |
|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $70K | — |
