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 | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC | 87-4130828 | — | ADVISOR | $24K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
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 |
|---|---|---|---|
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | $2.0M | 6.5% |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | $1.5M | 4.9% |
Common Collective Trust |
| $897K |
| 2.9% |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | $168K | 0.5% |
