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 | $283K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $94K | — |
| CALLAN LLC |
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 | |||
|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | $49.3M | 16.2% |
| TRP BLUE CHIP GR T5 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | $26.7M | 8.8% |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | $25.2M | 8.3% |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | $23.5M | 7.7% |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | $16.4M | 5.4% |
| GALLIARD STBLE RTN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | $15.9M | 5.2% |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | $14.3M | 4.7% |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 011 | Common Collective Trust | $12.6M | 4.1% |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | $12.0M | 3.9% |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | $11.7M | 3.8% |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | $10.7M | 3.5% |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | $8.9M | 2.9% |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | $7.5M | 2.5% |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | $6.6M | 2.2% |
| WELLINGTON INTL GR 1 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 153 | Common Collective Trust | $6.3M | 2.1% |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | $1.2M | 0.4% |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | $1.1M | 0.4% |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | $892K | 0.3% |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | $498K | 0.2% |
| PIF DVRSD RA CIT T1 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 46-0743367 / PN 001 | Common Collective Trust | $158K | <0.1% |
| TRP RETIRE BAL A T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | $8 | <0.1% |
| 82-2748926 |
| — |
| INVESTMENT ADVISOR |
| $77K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN ROBSON LLC | 38-3567911 | — | ACCOUNTANT/AUDITOR | $30K | — |
