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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $35K | — |
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY TRUST · EIN 47-3002484 / PN 001 | Common Collective Trust | $1.2M | 22.9% |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY TRUST · EIN 47-2851418 / PN 001 | Common Collective Trust | $1.2M | 22.1% |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY TRUST · EIN 47-3071639 / PN 001 | Common Collective Trust | $767K | 14.7% |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY TRUST · EIN 47-3188067 / PN 001 | Common Collective Trust | $600K | 11.5% |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY TRUST · EIN 47-3170652 / PN 001 | Common Collective Trust | $111K | 2.1% |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE R GREAT GRAY TRUST · EIN 47-2836296 / PN 001 | Common Collective Trust | $5K | 0.1% |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY TRUST · EIN 47-3216409 / PN 001 | Common Collective Trust | $3K | <0.1% |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY TRUST · EIN 47-2935740 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY TRUST · EIN 47-2950747 / PN 001 | Common Collective Trust | $0 | <0.1% |
