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 | -$19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| BEACON RPC LLC | 88-2011584 | — | INVESTMENT ADVISOR | $11K | — |
| ENVESTNET RETIREMENT SOLUTIONS LLC | 20-1409613 |
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 |
|---|---|---|---|
| GALLIARD STBLE RTN J WELLS FARGO BANK, N.A. · EIN 94-3371778 / PN 001 | Common Collective Trust | $696K | 1.9% |
| — |
| INVESTMENT ADVISOR |
| $7K |
| — |
