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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOC INC. | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| WLMNTRMYWAYRTRMT INDEX 2035 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4065300 / PN 384 | Common Collective Trust | $1.2M | 15.4% |
| WLMNTRMYWAYRTRMT INDEX 2050 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4065307 / PN 391 | Common Collective Trust | $979K | 13.0% |
| DOEREN MAYHEW ADVISORS | — | GRAND RAPIDS, MI | TPA | $5K | — |
| WLMNTRMYWAYRTRMT INDEX 2040 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4065295 / PN 379 |
Common Collective Trust |
| $863K |
| 11.5% |
| WLMNTRMYWAYRTRMT INDEX 2045 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4065301 / PN 385 | Common Collective Trust | $811K | 10.8% |
| WLMNTRMYWAYRTRMT INDEX 2030 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4065294 / PN 378 | Common Collective Trust | $665K | 8.9% |
| WLMNTRMYWAYRTRMT INDEX 2060 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4065297 / PN 381 | Common Collective Trust | $479K | 6.4% |
| WLMNTRMYWAYRTRMT IND RTRMT BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4065298 / PN 382 | Common Collective Trust | $271K | 3.6% |
| WLMNTRMYWAYRTRMT INDEX 2065 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4139859 / PN 636 | Common Collective Trust | $180K | 2.4% |
| WLMNTRMYWAYRTRMT INDEX 2055 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4065302 / PN 386 | Common Collective Trust | $177K | 2.4% |
| WLMNTRMYWAYRTRMT INDEX 2025 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 38-4065299 / PN 383 | Common Collective Trust | $0 | <0.1% |
