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 |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | 81-0139474 | — | INVESTMENT ADVISOR | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS. | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $214K | — |
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 |
|---|---|---|---|
| EQUITY DIVIDEND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4640003 / PN 001 | Common Collective Trust | $20.8M | 7.5% |
| INVESCO STABLE VALUE FUNDS INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | $5.7M | 2.1% |
