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 |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENTS | 43-1451524 | — | INVESTMENT ADVISORY | $26K | — |
| ONEDIGITAL INVESTMENTS | 82-1434504 | — | INVESTMENT ADVISORY | $9K | — |
| WEALTH CARE CAPITAL | 36-4776378 | — | INVESTMENT ADVISORY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 |
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 |
|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | $9.2M | 7.7% |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | $5.2M | 4.3% |
| — |
| CONTRACT ADMINISTRATOR |
| $90K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | INV ADV, PARTICIPANTS | $8K | — |
| CRAWFORD INVESTMENT COUNSEL IN | 58-1408870 | — | INV ADV, PARTICIPANTS | $7K | — |
Common Collective Trust |
| $3.5M |
| 2.9% |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | $3.3M | 2.7% |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | $2.5M | 2.1% |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | $1.1M | 0.9% |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | $691K | 0.6% |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | $647K | 0.5% |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | $591K | 0.5% |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | $503K | 0.4% |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | $162K | 0.1% |
| PRIN/CAUS INTL VALUE CIT TR SEI TRUST COMPANY · EIN 47-6375784 / PN 001 | Common Collective Trust | $361 | <0.1% |
| PRIN/D&C INT BOND CIT TR SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | $185 | <0.1% |
