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 | $392K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $147K | — |
| 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 |
|---|---|---|---|
| FID FRDM BLND 2025 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | $87.6M | 11.9% |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | $87.4M | 11.9% |
| Indirect comp |
|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DICKINSON WRIGHT PLLC | 38-1364333 | — | ATTORNEY/LEGAL | $44K | — |
| JACKSON LEWIS P.C. | 46-3862389 | — | ATTORNEY/LEGAL | $7K | — |
Common Collective Trust |
| $86.2M |
| 11.7% |
| FID FRDM BLND 2035 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | $71.9M | 9.8% |
| FID FRDM BLND 2040 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | $52.1M | 7.1% |
| FID FRDM BLND 2020 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | $40.6M | 5.5% |
| FID FRDM BLND 2045 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | $32.5M | 4.4% |
| FID FRDM BLND 2050 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | $23.7M | 3.2% |
| FID FRDM BLND 2055 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | $19.4M | 2.6% |
| FID FRDM BLND 2015 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | $16.2M | 2.2% |
| FID FRDM BLND 2060 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | $10.2M | 1.4% |
| PRU CORE PL BD CL 2 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 125 | Common Collective Trust | $9.6M | 1.3% |
| FID FRDM BLND 2010 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | $4.6M | 0.6% |
| FID FRDM BLND 2005 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | $3.2M | 0.4% |
| FID FRDM BLND 2065 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | $775K | 0.1% |
| FID FRDM BLEND INC S FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | $573K | <0.1% |
