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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $66K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $66K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $0 | — |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 001 | Common Collective Trust | $0 | — |
| INVESCO STABLE ASSET - ADPZ |
| Indirect comp |
|---|
| ALLIANT INSURANCE AGENCY INC | 33-0785439 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
| ALLIANT INSURANCE AGENCY INC | 33-0785439 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
| CATALINA CAPITAL GROUP, LLC | 47-1400485 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
| CATALINA CAPITAL GROUP, LLC | 47-1400485 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
Common Collective Trust |
| $0 |
| — |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | $0 | — |
