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 |
|---|---|---|---|---|---|
| KESTRA FINANCIAL | — | AUSTIN, TX | NONE | $21K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $18K | — |
| CREATIVE PLANNING. | — | OVERLAND PARK, KS | NONE | $9K | — |
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 |
|---|---|---|---|
| CORE PLUS BOND I1 GREAT GRAY TRUST · EIN 38-4116854 / PN 515 | Common Collective Trust | $296K | 2.7% |
| FEDERATED HERMES CAPITAL PRES IS FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | $178K | 1.6% |
Common Collective Trust |
| $132K |
| 1.2% |
| MID CAP VALUE I1 GREAT GRAY TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | $80K | 0.7% |
