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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS. | — | DALLAS, TX | NONE | $21K | — |
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.
| % of plan | |||
|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | $1.8M | 18.5% |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | $1.4M | 15.2% |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | $608K | 6.4% |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | $409K | 4.3% |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | $363K | 3.8% |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | $293K | 3.1% |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | $231K | 2.4% |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | $219K | 2.3% |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | $152K | 1.6% |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | $125K | 1.3% |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | $89K | 0.9% |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | $88K | 0.9% |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | $85K | 0.9% |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | $85K | 0.9% |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | $66K | 0.7% |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 131 | Common Collective Trust | $53K | 0.6% |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | $4K | <0.1% |
