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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | NONE | $94K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $61K | — |
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 |
|---|---|---|---|
| AB US LARGE CAP GROWTH CIT WILMINGTON TRUST · EIN 38-4116834 / PN 509 | Common Collective Trust | $164K | 1.0% |
| BLACKROCK MIDCAP GRWTH EQ L1 WILMINGTON TRUST · EIN 38-4139851 / PN 629 | Common Collective Trust | $101K | 0.6% |
