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 | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
| NFP RETIREMENT, INC | 33-0905143 | — | CONSULTANT | $33K | — |
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 |
|---|---|---|---|
| PGI BLUE CHIP EQ I PRINCIPAL GLOBAL INVESTORS TRUST · EIN 81-2446596 / PN 001 | Common Collective Trust | $16.5M | 9.4% |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | $7.1M | 4.1% |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 |
Common Collective Trust |
| $5.0M |
| 2.8% |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | $1.3M | 0.7% |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | <0.1% |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $0 | <0.1% |
