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 | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | CONSULTANT | $53K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
| % of plan | |||
|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $1.5M | 2.2% |
| PIF MID CAP EQ IV PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 45-5114041 / PN 001 | Common Collective Trust | $1.5M | 2.1% |
| JH CR PL FXD INC I2 JOHN HANCOCK TRUST COMPANY LLC · EIN 45-2395022 / PN 002 | Common Collective Trust | $1.4M | 1.9% |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $932K | 1.3% |
| — |
| ADVISOR |
| $19K |
| — |
