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 | $24K | — |
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES | 35-2552359 | — | ADVISOR | $9K | — |
| WILSHIRE ASSOCIATES INC | 95-2755361 |
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 |
|---|---|---|---|
| MID CAP GROWTH R1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | <0.1% |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | $0 | <0.1% |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
Common Collective Trust |
| $0 |
| <0.1% |
| CB LARGE CAP GR R1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | $0 | <0.1% |
