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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, L | 26-0058143 | — | INVESTMENT ADVISORY | $20K | — |
| FIDELITY INSTITUTIONAL | 20-2159373 | — | INVESTMENT ADVISORY | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $97K | — |
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 |
|---|---|---|---|
| FIAM 8-10 YR CRP BND CL A FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 155 | Common Collective Trust | $1.7M | 28.7% |
| FIAM INT DUR COMM PL CL A CIT |
Common Collective Trust |
| $1.2M |
| 19.9% |
| FIAM LONG DUR POOL CL A CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 053 | Common Collective Trust | $1.2M | 19.5% |
| FIAM LNG CRP A OR BTTR PL CL A FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 103 | Common Collective Trust | $839K | 13.9% |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $179K | 3.0% |
