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 |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2 LLC | 36-4906731 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $63K | — |
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 |
|---|---|---|---|
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | $295K | 3.0% |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | $120K | 1.2% |
Common Collective Trust |
| $53K |
| 0.5% |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | $23K | 0.2% |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | $8K | <0.1% |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | $6K | <0.1% |
| AMER CENT IN RETIRE TRUST I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | <0.1% |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | <0.1% |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | $0 | <0.1% |