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 | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
| 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 |
|---|---|---|---|
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773730 / PN 154 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770058 / PN 150 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2050 |
| Indirect comp |
|---|
| LBMC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $20K | — |
Common Collective Trust |
| $0 |
| — |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773846 / PN 157 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770302 / PN 153 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770263 / PN 152 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770208 / PN 151 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 46-3302432 / PN 178 | Common Collective Trust | $0 | — |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 47-2700166 / PN 158 | Common Collective Trust | $0 | — |
| WT BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | $0 | — |
