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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
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 |
|---|---|---|---|
| MORLEY STABLE VALUE GARTMORE MORLEY TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK EAFE EQUITY INDEX FD WILMINGTON TRUST, N.A. · EIN 20-3802495 / PN 007 | Common Collective Trust | $0 | — |
| BLACKROCK EQUITY INDEX FUND CL |
Common Collective Trust |
| $0 |
| — |
| FLEXPATH INDEX AGGRESSIVE 2035 WILMINGTON TRUST, N.A. · EIN 47-2468898 / PN 216 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2045 WILMINGTON TRUST, N.A. · EIN 47-2503540 / PN 219 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2055 WILMINGTON TRUST, N.A. · EIN 47-2554270 / PN 222 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2025 WILMINGTON TRUST, N.A. · EIN 47-2285799 / PN 214 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2035 WILMINGTON TRUST, N.A. · EIN 47-2478524 / PN 217 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2045 WILMINGTON TRUST, N.A. · EIN 47-2516187 / PN 220 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2055 WILMINGTON TRUST, N.A. · EIN 47-2563528 / PN 223 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE RET. WILMINGTON TRUST, N.A. · EIN 47-2248665 / PN 211 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE RET. WILMINGTON TRUST, N.A. · EIN 47-2238264 / PN 210 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2025 WILMINGTON TRUST, N.A. · EIN 47-2275031 / PN 213 | Common Collective Trust | $0 | — |
