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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | 27-3188744 | — | INVESTMENT/FINANCIAL ADVI | $51K | — |
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 |
|---|---|---|---|
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |
| SIA TD 2020 1 ALTA TRUST COMPANY · EIN 83-1273151 / PN 001 | Common Collective Trust | $0 | — |
| SIA TD 2025 1 |
Common Collective Trust |
| $0 |
| — |
| SIA TD 2030 1 ALTA TRUST COMPANY · EIN 83-1300171 / PN 001 | Common Collective Trust | $0 | — |
| SIA TD 2035 1 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001 | Common Collective Trust | $0 | — |
| SIA TD 2040 1 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | $0 | — |
| SIA TD 2045 1 ALTA TRUST COMPANY · EIN 83-1358106 / PN 001 | Common Collective Trust | $0 | — |
| SIA TD 2050 1 ALTA TRUST COMPANY · EIN 83-1373905 / PN 001 | Common Collective Trust | $0 | — |
| SIA TD 2055 1 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001 | Common Collective Trust | $0 | — |
| SIA TD 2060 1 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | $0 | — |
| SIA LARGE CAP GROWTH - 1 ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | $0 | — |
