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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $215K | — |
| PORTFOLIO EVALUATIONS, INC. | 22-3189064 | — | CONSULTANT | $26K | — |
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 |
|---|---|---|---|
| AB US LG CP GR CIT W WILMINGTON TRUST, N.A. · EIN 38-4116831 / PN 509 | Common Collective Trust | $0 | — |
| TRP STABLE VALUE N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | ACCOUNTANT/AUDITOR | $60K | — |
