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 |
|---|---|---|---|---|---|
| THE PERSPECTIVE GROUP, LLC | 45-5254009 | — | ADVISORY | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | ACCOUNTANT | $14K | — |
| 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 |
|---|---|---|---|
| BENEFIT STADION GROWTH FUND BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 020 | Common Collective Trust | $2.0M | 10.5% |
| BENEFIT STADION MODERATE GROWTH FUN BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 021 | Common Collective Trust | $797K | 4.2% |
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $64K | — |
| BENEFIT STADION CONSERVATIVE FUND BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 023 |
Common Collective Trust |
| $91K |
| 0.5% |
| STADION CAPITAL PRESERVATIVE FUND BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 024 | Common Collective Trust | $2K | <0.1% |
