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 |
|---|---|---|---|---|---|
| CAPFINANCIAL SECURITIES LLC | — | RALEIGH, NC | NONE | $25K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $6K | — |
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 |
|---|---|---|---|
| MFS MID CAP VALUE FUND CT WILMINGTON TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | $129K | 26.9% |
| MFS LG CAP VAL CIT CL CT WILMINGTON TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | $119K | 24.9% |
| NT CL S&P 500 IDX DC NL 4 |
Common Collective Trust |
| $96K |
| 20.1% |
| NT CL ACWI EXUS IMI D NL NORTHERN TRUST ASSET MANAGEMENT · EIN 45-6138589 / PN 002 | Common Collective Trust | $68K | 14.2% |
| MFS MID CAP GRW FND CL CT WILMINGTON TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | $56K | 11.8% |
| NT C EXT EQ MKT INDX D N 4 NORTHERN TRUST ASSET MANAGEMENT · EIN 45-6138589 / PN 001 | Common Collective Trust | $8K | 1.7% |
| NT COL AGG BND INDX NL 4 NORTHERN TRUST ASSET MANAGEMENT · EIN 45-6138589 / PN 004 | Common Collective Trust | $2K | 0.4% |
