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 |
|---|---|---|---|---|---|
| ROCKFELLER | — | GRAND RAPIDS, MI | ADVISOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.K. WEISS, HOLT & ASSOCIATES, PLLC | 30-0022324 | — | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| PUTNAM STABLE VAL FD 20 BPS A PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $371K | 5.3% |
| Indirect comp |
|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $25K | — |
