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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | — | RECORDKEEPER | $9K | — |
| NATIONWIDE | 31-4177100 | COLUMBUS, OH | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES, INC. |
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.
| % of plan | |||
|---|---|---|---|
| FLXFOCS MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | $3.6M | 23.6% |
| FLXFOCS CNSRV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | $2.0M | 13.1% |
| FLXFOCS CNSRV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | $1.7M | 11.4% |
| FLXFOCS MOD RTRMT R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | $1.7M | 11.2% |
| FLEX FOCUS MODERATE 2055 CLASS R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | $1.5M | 9.9% |
| FLXFOCS MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | $471K | 3.1% |
| FLXFOCS CNSRV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | $288K | 1.9% |
| FLXFOCS AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | $287K | 1.9% |
| FLEX FOCUS MODERATE 2065 CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | $50K | 0.3% |
| FLEX FOCUS CONSERVATIVE 2065 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7271380 / PN 761 | Common Collective Trust | $25K | 0.2% |
| FLXFOCS AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | $2K | <0.1% |
| FLXFOCS AGGR RTRMT R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | $146 | <0.1% |
| 59-1237041 |
| ST. PETERSBURG, FL |
| INVESTMENT ADVISORY |
| $39K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WISE, LLC | 81-3799174 | GILBERT, AZ | FIDUCIARY, PLAN ADMIN | $15K | — |
