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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $47K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
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 |
|---|---|---|---|
| MFS GROWTH EQUITY L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | $3.0M | 6.8% |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $1.4M | 3.2% |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 |
Common Collective Trust |
| $794K |
| 1.8% |
| PRINCIPAL US REIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | $21K | <0.1% |
