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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1K | — |
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 |
|---|---|---|---|
| RETIREPILOT CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304100 / PN 001 | Common Collective Trust | $67K | 59.5% |
| RETIREPILOT CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304103 / PN 001 | Common Collective Trust | $43K | 37.8% |
Common Collective Trust |
| $2K |
| 1.5% |
| RETIREPILOT CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 38-7289867 / PN 001 | Common Collective Trust | $1K | 1.2% |
