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 | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $28K | — |
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 |
|---|---|---|---|
| PUTN RET ADV 2035 I PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | $1.8M | 4.9% |
| PUTN RET ADV 2030 I PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | $1.8M | 4.9% |
| PUTN RET ADV 2055 I PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 |
Common Collective Trust |
| $1.6M |
| 4.3% |
| PUTN RET ADV 2045 I PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | $970K | 2.7% |
| PUTN RET ADV 2050 I PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | $672K | 1.9% |
| PUTN RET ADV 2025 I PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1374344 / PN 263 | Common Collective Trust | $474K | 1.3% |
| PUTN RET ADV MAT I PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | $151K | 0.4% |
| PUTN RET ADV 2035 I PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 231 | Common Collective Trust | $0 | <0.1% |
