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 |
|---|---|---|---|---|---|
| AVENUE ONE ADVISORS | 83-1838623 | WILMINGTON, DE | CONSULTANT | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
| 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 |
|---|---|---|---|
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | $4.6M | 9.0% |
| CORE PLUS BOND R1 FUND |
| Indirect comp |
|---|
| LIMESTONE PENSION ASSOCATES, LLC | 51-0383217 | WILMINGTON, DE | OTHER SERVICES | $0 | — |
Common Collective Trust |
| $4.2M |
| 8.3% |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | $4.0M | 7.8% |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | $3.8M | 7.4% |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUSST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | $2.3M | 4.5% |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | $1.9M | 3.8% |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $165K | 0.3% |
| PRIN STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $0 | <0.1% |
