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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $54K | — |
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.
| % of plan | |||
|---|---|---|---|
| FIAM BLEND TD 2055 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2035 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2045 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2020 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | $0 | — |
| FIAM BLEND TD INC Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2065 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2010 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2040 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | $0 | — |
| FID BLUE CHP GR POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2005 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2030 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2050 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | $0 | — |
| PRU CORE PLUS BD 12 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2025 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2060 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | $0 | — |
| FIAM BLEND TD 2015 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT LLP | 56-0574444 | — | ACCOUNTANT/AUDITOR | $25K | — |