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 |
|---|---|---|---|---|---|
| ERISA PARTNERS, INC. | 64-0815705 | BRENTWOOD, TN | TPA & RECORDKEEPER | $382K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY BENEFITS GROUP, INC. | 87-3709842 | LAKE ELSINORE, CA | INVESTMENT MANAGER | $65K | — |
| ERISA ADVISERS, INC. | 46-4414880 | BRENTWOOD, TN | INVESTMENT MANAGER | $61K | — |
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 |
|---|---|---|---|
| SMALL CAP GROWTH FUND II WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | $114K | 0.1% |
| MID CAP VALUE CL I1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | $90K | 0.1% |
| LARGE CAP VALUE FUND CL I1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4065329 / PN 426 |
Common Collective Trust |
| $88K |
| 0.1% |
| MID CAP GROWTH FUND CL I1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $73K | <0.1% |
