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 | 45-5091060 | — | NONE | $25K | — |
| TPP RETIREMENT PLAN SPECIALISTS | 20-1301962 | — | NONE | $20K | — |
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 |
|---|---|---|---|
| FEDERATED CAPITAL PRESERV-ISP FEDERATED INVESTORS TRUST CO. · EIN 22-2712853 / PN 001 | Common Collective Trust | $0 | <0.1% |
