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 | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $78K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| JPMCB SR DRE 2065 CF JPMORGAN CHASE BANK, N.A. · EIN 92-0307615 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SR DRE 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | $0 | — |
| MIP II CL 3 |
| Indirect comp |
|---|
| SEYFARTH SHAW LLP | 36-2152202 | — | ATTORNEY/LEGAL | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | OTHER SERVICES | $31K | — |
Common Collective Trust |
| $0 |
| — |
| JPMCB SR DRE INC CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SR DRE 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SR DRE 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | $0 | — |
| BTC ACWI EX US IMI M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4552994 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SR DRE 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | $0 | — |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | $0 | — |
| JPMCB SR DRE 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SR DRE 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SR DRE 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SR DRE 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3221155 / PN 001 | Common Collective Trust | $0 | — |
| BTC US DEBT INDEX W BLACKROCK INST. TRUST COMPANY, N. A · EIN 94-3385892 / PN 001 | Common Collective Trust | $0 | — |
| JPMCB SR DRE 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK US EQUITY MARKET FUND F BLACKROCK INSTITUTIONAL TRUST COMP · EIN 94-3219149 / PN 001 | Common Collective Trust | $0 | — |