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 | $136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $39K | — |
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.
| % of plan | |||
|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $3.7M | 2.4% |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | $1.9M | 1.2% |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | $420K | 0.3% |
| CT DIV INCOME INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 090 | Common Collective Trust | $0 | <0.1% |
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAUTERBACH BORSCHOW & COMPANY PC | 74-2014723 | — | ACCOUNTANT/AUDITOR | $19K | — |
