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 |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $173K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| SSGA RUSS SM/MD CP IX CL C FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | $0 | — |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | $0 | — |
| SSGA GL AC EQ EXUS IDX SL II |
| Direct comp |
|---|
| Indirect comp |
|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $11K | — |
Common Collective Trust |
| $0 |
| — |
| SMALL CAP VALUE II I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | $0 | — |
