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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPING | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES IN | 59-1237041 | — | INVESTMENT ADVISORY | $12K | — |
| LPL FINANCIAL RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $12K | — |
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 |
|---|---|---|---|
| GREAT GRAY TRUST BLACKROCK USDEBT GREAT GRAY TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL IN MYWAYRET LG CP GR GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139869 / PN 647 | Common Collective Trust | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE | 39-1816008 | — | TPA | $5K | — |
| GREAT GRAY TRUST BROCK US TIPS IND GREAT GRAY TRUST · EIN 38-4116835 / PN 510 |
Common Collective Trust |
| $0 |
| <0.1% |
| GREAT GRAY TRUST BROC RUSSELL 2000 GREAT GRAY TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST BRMIDCAP EQUIT GREAT GRAY TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET IND 2025 GREAT GRAY TRUST · EIN 38-4065299 / PN 383 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET IND 2030 GREAT GRAY TRUST · EIN 38-4065294 / PN 378 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET IND 2035 GREAT GRAY TRUST · EIN 38-4065300 / PN 384 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST BLACKROCK EAFE EQ GREAT GRAY TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET IND 2045 GREAT GRAY TRUST · EIN 38-4065301 / PN 385 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET IND 2050 GREAT GRAY TRUST · EIN 38-4065307 / PN 391 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET IND 2055 GREAT GRAY TRUST · EIN 38-4065302 / PN 386 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET IND 2060 GREAT GRAY TRUST · EIN 38-4065297 / PN 381 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET BALANCED GREAT GRAY TRUST · EIN 38-4139866 / PN 644 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET REAL EST GREAT GRAY TRUST · EIN 38-7264530 / PN 693 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET CORE BD GREAT GRAY TRUST · EIN 38-4139867 / PN 645 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET MID CP V GREAT GRAY TRUST · EIN 38-7265428 / PN 691 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL IN MYWAYRET MID CP G GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139870 / PN 648 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL IN MYWAYRET LG CP VA GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7264527 / PN 690 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL IN MYWAYRET SM CP VA GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 85-3975085 / PN 651 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL IN MYWAYRET EMERGING GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7264529 / PN 692 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL IN MYWAYRET INDEX RE GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4065298 / PN 382 | Common Collective Trust | $0 | <0.1% |
| WIGREAT GRAY TR MYWAY RET COMMODIT GREAT GRAY TRUST · EIN 38-7264532 / PN 695 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL IN MYWAYRET SM CP GR GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 83-3963451 / PN 650 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL IN MYWAYRET INTL VAL GREAT GRAY COLLECTIVE INVESTMENT TRUST. · EIN 38-4126285 / PN 589 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL IN MYWAYRET MS BOND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139871 / PN 649 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY COL MYWAYRET INTL GROWTH GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139868 / PN 646 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TR BLACROCK EQUITY IND GREAT GRAY TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | $0 | <0.1% |
| GREAT GRAY TRUST MYWAYRET IND 2040 GREAT GRAY TRUST · EIN 38-1065295 / PN 379 | Common Collective Trust | $0 | <0.1% |
