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 |
|---|---|---|---|---|---|
| PROACCOUNT NATIONWIDE | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $197K | — |
| THE BENEFIT ADVANTAGE | 38-3254950 | AUBURN HILLS, MI | INVESTMENT ADVISORY | $31K | — |
| PPA/TPA VICKI ROSE | — | TROY, MI | INVESTMENT ADVISORY | $30K | — |
| FENNER MELSTROM AND DOOLING PLC | — | BIRMINGHAM, MI | INVESTMENT ADVISORY | $14K | — |
| IRON FINANCIAL | 99-9552241 | NORTHBROOK, IL | INVESTMENT ADVISORY | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PTNM STBL VAL CIT PUTNAM INVESTMENTS · EIN 24-7000000 / PN 000 | Common Collective Trust | $974K | 0.9% |
| FLXFOCS CNSRV RTRMT R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $562K | 0.5% |
| FLXFOCS MOD 2035 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $57K | <0.1% |
| FLXFOCS MOD RTRMT R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 |
Common Collective Trust |
| $35K |
| <0.1% |
| FLXFOCS AGGR RTRMT R1 CIT GREAT GRAY TRUST · EIN 24-0000000 / PN 000 | Common Collective Trust | $35K | <0.1% |
| FLXFOCS MOD 2065 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $18K | <0.1% |
| FLXFOCS AGGR 2045 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $4K | <0.1% |
| FLXFOCS AGGR 2035 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $32 | <0.1% |
| FLXFOCS CNSRV 2065 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $32 | <0.1% |
| FLXFOCS AGGR 2025 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $0 | <0.1% |
| FLXFOCS AGGR 2055 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $0 | <0.1% |
| FLXFOCS CNSRV 2025 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $0 | <0.1% |
| FLXFOCS CNSRV 2045 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $0 | <0.1% |
| FLXFOCS MOD 2025 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $0 | <0.1% |
| FLXFOCS MOD 2045 R1 CIT GREAT GRAY TRUST · EIN 24-7000000 / PN 000 | Common Collective Trust | $0 | <0.1% |
| FLEX FOCUS MODERATE 2055 FUND CLASS CIT GREAT GRAY TRUST · EIN 24-0000002 / PN 000 | Common Collective Trust | $0 | <0.1% |
