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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $23K | — |
| CLIFTON LARSON ALLEN | 41-0746749 | — | NONE | $19K | — |
| SANSOME STREET APPRAISERS, INC. | 39-1041291 | — | NONE | $14K | — |
| CHARLES SCHWAB TRUST | 82-3967259 | — | NONE | $12K | — |
| NEWPORT GROUP | 45-2164254 | — | NONE | $11K | — |
| NFP | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STABLE VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 001 | Common Collective Trust | $8.7M | 12.7% |
| NEW YORK, NC |
| NONE |
| $6K |
| — |
