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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct 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 |
|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | $80K | 6.6% |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | $80K | 6.6% |
| Indirect comp |
|---|
| LPL FINANCIAL | — | ST LOUIS, MO | ADVISOR | $0 | — |
| LPL FINANCIAL | — | ST LOUIS, MO | ADVISOR | $0 | — |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 |
Common Collective Trust |
| $34K |
| 2.8% |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | $34K | 2.8% |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | $21K | 1.7% |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | $21K | 1.7% |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $10K | 0.9% |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $10K | 0.9% |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | $2K | 0.2% |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | $2K | 0.2% |
