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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $287K | — |
| COOK STREET CONSULTING, INC. | 84-0854432 | — | CONSULTANT | $55K | — |
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 |
|---|---|---|---|
| JPMCB LG CP GR CF-2 JP MORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | $82.4M | 12.0% |
| METWEST TOT RTN BD D SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | $28.5M | 4.1% |
