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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS, INC. | 83-0951655 | TAMPA, FL | ADVISOR | $26K | — |
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 |
|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2030 CIT 3 WILMINGTON TRUST · EIN 26-3770302 / PN 153 | Common Collective Trust | $847K | 14.3% |
| BLACKROCK LIFEPATH INDEX 2045 CIT 3 WILMINGTON TRUST · EIN 26-3770058 / PN 150 | Common Collective Trust | $574K | 9.7% |
| BLACKROCK LIFEPATH INDEX 2040 CIT 3 WILMINGTON TRUST · EIN 26-3770208 / PN 151 |
Common Collective Trust |
| $481K |
| 8.1% |
| BLACKROCK LIFEPATH INDEX 2050 CIT 3 WILMINGTON TRUST · EIN 26-3763061 / PN 149 | Common Collective Trust | $370K | 6.2% |
| BLACKROCK LIFEPATH INDEX 2035 CIT 3 WILMINGTON TRUST · EIN 26-3770263 / PN 152 | Common Collective Trust | $320K | 5.4% |
| BLACKROCK LIFEPATH INDEX RETIREMENT WILMINGTON TRUST · EIN 26-3773846 / PN 157 | Common Collective Trust | $226K | 3.8% |
| BLACKROCK LIFEPATH INDEX 2060 CIT 3 WILMINGTON TRUST · EIN 47-2700166 / PN 158 | Common Collective Trust | $136K | 2.3% |
| BLACKROCK LIFEPATH INDEX 2055 CIT 3 WILMINGTON TRUST · EIN 46-3302432 / PN 178 | Common Collective Trust | $68K | 1.2% |
| BLACKROCK LIFEPATH INDEX 2025 CIT 3 WILMINGTON TRUST · EIN 26-3773730 / PN 154 | Common Collective Trust | $0 | <0.1% |
