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 |
|---|---|---|---|---|---|
| HANTZ RETIREMENT PLAN SOLUTIONS LLC | 87-0849379 | — | NONE | $27K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 |
|---|---|---|---|
| FRANKLIN TOTAL ADVANTAGE 2035 WILMINGTON TRUST COMPANY · EIN 82-3297133 / PN 354 | Common Collective Trust | $479K | 17.2% |
| FRANKLIN TOTAL ADVANTAGE 2025 WILMINGTON TRUST COMPANY · EIN 82-3269796 / PN 352 | Common Collective Trust | $377K | 13.5% |
| FRANKLIN TOTAL ADVANTAGE 2040 WILMINGTON TRUST COMPANY · EIN 82-3309063 / PN 355 |
Common Collective Trust |
| $374K |
| 13.4% |
| POLEN FOCUS GROWTH CIT SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | $199K | 7.2% |
| FRANKLIN TOTAL ADVANTAGE 2050 WILMINGTON TRUST COMPANY · EIN 82-3383993 / PN 357 | Common Collective Trust | $178K | 6.4% |
| FRANKLIN TOTAL ADVANTAGE 2060 WILMINGTON TRUST COMPANY · EIN 82-3410489 / PN 359 | Common Collective Trust | $153K | 5.5% |
| FRANKLIN TOTAL ADVANTAGE 2030 WILMINGTON TRUST COMPANY · EIN 82-3285163 / PN 353 | Common Collective Trust | $134K | 4.8% |
| FRANKLIN TOTAL ADVANTAGE 2055 WILMINGTON TRUST COMPANY · EIN 82-3397205 / PN 358 | Common Collective Trust | $107K | 3.8% |
| CLEARBRIDGE LARGE CAP GROWTH CIT WILMINGTON TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | $91K | 3.3% |
| FRANKLIN TOTAL ADVANTAGE 2045 WILMINGTON TRUST COMPANY · EIN 82-3327181 / PN 356 | Common Collective Trust | $77K | 2.8% |
| INTERNATIONAL FUNDAMENTAL VALUE FD WILMINGTON TRUST COMPANY · EIN 26-3783687 / PN 920 | Common Collective Trust | $66K | 2.3% |
| ZACKS INVESTMENT MANAGEMENT COLLECT SEI TRUST COMPANY · EIN 87-4193736 / PN 154 | Common Collective Trust | $23K | 0.8% |
| FRANKLIN TOTAL ADVANTAGE RETIREMENT WILMINGTON TRUST COMPANY · EIN 82-3225947 / PN 350 | Common Collective Trust | $18K | 0.6% |
| FRANKLIN TOTAL ADVANTAGE 2020 WILMINGTON TRUST COMPANY · EIN 82-3236968 / PN 351 | Common Collective Trust | $11K | 0.4% |
| POLEN INTERNATIONAL GROWTH SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | $11K | 0.4% |
| CONGRESS MID CAP GROWTH SEI TRUST COMPANY · EIN 87-2853207 / PN 153 | Common Collective Trust | $7K | 0.3% |
