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 | -$60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
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 |
|---|---|---|---|
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | $1.6M | 2.5% |
| INTL GROWTH II R1 WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619 | Common Collective Trust | $1.5M | 2.3% |
Common Collective Trust |
| $1.4M |
| 2.1% |
| MID CAP VALUE R1 WILMINGTON TRUST, N.A · EIN 38-4139822 / PN 616 | Common Collective Trust | $901K | 1.4% |
