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 | $266K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $119K | — |
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 |
|---|---|---|---|
| FID FRDM INX 2055 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 112 | Common Collective Trust | $57.1M | 4.8% |
| FID FRDM INX 2030 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 080 | Common Collective Trust | $54.3M | 4.6% |
| FID FRDM INX 2035 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 081 |
Common Collective Trust |
| $54.1M |
| 4.6% |
| FID FRDM INX 2050 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 084 | Common Collective Trust | $54.0M | 4.6% |
| STABLE VALUE FUND I1 WILMINGTON TRUST NA · EIN 85-4031707 / PN 653 | Common Collective Trust | $54.0M | 4.6% |
| FID FRDM INX 2045 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 083 | Common Collective Trust | $51.6M | 4.4% |
| FID FRDM INX 2040 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 082 | Common Collective Trust | $51.1M | 4.3% |
| GG EUROPAC GROGGH I1 WILMINGTON TRUST NA · EIN 38-7289843 / PN 001 | Common Collective Trust | $49.0M | 4.1% |
| FID FRDM INX 2060 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 146 | Common Collective Trust | $45.1M | 3.8% |
| FID FRDM INX 2025 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 079 | Common Collective Trust | $39.2M | 3.3% |
| GG EMERGING MKTS I1 WILMINGTON TRUST NA · EIN 86-1819869 / PN 672 | Common Collective Trust | $18.4M | 1.6% |
| FID FRDM INX 2065 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 169 | Common Collective Trust | $13.5M | 1.1% |
| FID FRDM INX 2020 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 078 | Common Collective Trust | $7.7M | 0.6% |
| FID FRDM INX 2015 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 077 | Common Collective Trust | $6.5M | 0.5% |
| FID FRDM INX 2010 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 076 | Common Collective Trust | $4.3M | 0.4% |
| FID FRDM INX INC T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 074 | Common Collective Trust | $3.9M | 0.3% |
| FID FRDM INX 2005 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 075 | Common Collective Trust | $345K | <0.1% |
