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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC | 43-1270780 | — | INVESTMENT ADVISORY | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
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 |
|---|---|---|---|
| STATE STREET TGT RET 2040 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | $1.3M | 11.5% |
| STATE STREET TGT RET 2045 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | $1.3M | 11.5% |
| STATE STREET TGT RET 2025 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 433 |
Common Collective Trust |
| $1.2M |
| 10.7% |
| STATE STREET TGT RET 2035 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | $1.1M | 10.4% |
| STATE STREET TGT RET 2030 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | $1.1M | 10.2% |
| STATE STREET TGT RET 2050 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | $963K | 8.8% |
| STATE STREET TGT RET 2020 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | $710K | 6.5% |
| STATE STREET TGT RET 2055 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | $618K | 5.6% |
| STATE STREET TGT RET 2060 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | $273K | 2.5% |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $49K | 0.4% |
| STATE STREET TGT RET 2065 NL M STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 044 | Common Collective Trust | $28K | 0.3% |
| STATE STREET TGT RET INC NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | $7K | <0.1% |
