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 INST. | 04-2647786 | BOSTON, MA | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST. | 04-2647786 | — | INVESTMENT ADVISOR | $46K | — |
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STABLE VALUE FUND R1 FIDELIY INVESTMENTS INST · EIN 04-2647786 / PN 000 | Common Collective Trust | $426K | 3.0% |
| LD ABBETT CORE BOND FIDELIY INVESTMENTS INST · EIN 04-2647786 / PN 000 | Common Collective Trust | $308K | 2.2% |
| PUTN LARGE CP VAL R1 FIDELIY INVESTMENTS INST · EIN 04-2647786 / PN 000 | Common Collective Trust | $230K | 1.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | OTHER SERVICES | $22K | — |
| INTERNATIONAL EQ R1 FIDELIY INVESTMENTS INST · EIN 04-2647786 / PN 000 |
Common Collective Trust |
| $48K |
| 0.3% |
| SMALL CAP GRII R1 FIDELIY INVESTMENTS INST · EIN 04-2647786 / PN 000 | Common Collective Trust | $26K | 0.2% |
| BR EAFE EQUITY INDEX FIDELITY INVESTMENTS INST · EIN 04-2647786 / PN 000 | Common Collective Trust | $23K | 0.2% |
| MID-CAP GROWTH R1 FIDELIY INVESTMENTS INST · EIN 04-2647786 / PN 000 | Common Collective Trust | $0 | <0.1% |
