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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $11K | — |
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 |
|---|---|---|---|
| LARGE CAP GRTH II R1 T. ROWE PRICE · EIN 38-4139848 / PN 626 | Common Collective Trust | $0 | — |
| STABLE VALUE FUND R1 PUTNAM FIDUCIARY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | $0 | — |
| PUTN RET ADV MAT X |
Common Collective Trust |
| $0 |
| — |
| PUTN RET ADV 2050 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | $0 | — |
| PUTN RET ADV 2025 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1374344 / PN 263 | Common Collective Trust | $0 | — |
| PUTN RET ADV 2035 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | $0 | — |
| PUTN RET ADV 2045 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | $0 | — |
| BR EQUITY INDEX R WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | $0 | — |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $0 | — |
| PUTN RET ADV 2055 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | $0 | — |
| ALZGI SM CAP CIT 1 RELIANCE TRUST COMPANY · EIN 47-7038164 / PN 004 | Common Collective Trust | $0 | — |
| PUTN RET ADV 2030 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | $0 | — |
| PUTN RET ADV 2040 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | $0 | — |
| PUTN RET ADV 2060 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 273 | Common Collective Trust | $0 | — |
