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 INST OPERATION | 04-2647786 | — | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADKADIOS WEALTH ADVISORS | 82-1659517 | ATLANTA, GA | INVESTMENT ADVISOR | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| FA STABLE VALUE FUND FIDELITY INVESTMENTS · EIN 04-2647786 / PN 000 | Common Collective Trust | $827K | 3.8% |
| 35-1151034 |
| — |
| ADVISOR |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JEFFERSON URIAN DOANE & STERNER, PA | 51-0212284 | — | ACCOUNTANT | $20K | — |
