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 |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
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 |
|---|---|---|---|
| BLACKROCK LFPTH IDX 2025 N FD BLACKROCK INST TRUST CO · EIN 82-1483157 / PN 001 | Common Collective Trust | $2.8M | 27.7% |
| BLACKROCK LFPTH IDX 2030 N FD |
Common Collective Trust |
| $1.5M |
| 15.0% |
| BLACKROCK LFPTH IDX 2040 N FD BLACKROCK INST TRUST CO · EIN 82-1532549 / PN 001 | Common Collective Trust | $1.5M | 14.7% |
| BLACKROCK LFPTH IDX RETIR N FD BLACKROCK INST TRUST CO · EIN 82-1458076 / PN 001 | Common Collective Trust | $844K | 8.5% |
| WELLS FARGO STABLE VALUE E FD WELLS FARGO BANK · EIN 52-2250951 / PN 001 | Common Collective Trust | $522K | 5.2% |
| BLACKROCK LFPTH IDX 2035 N FD BLACKROCK INST TRUST CO · EIN 82-1513534 / PN 001 | Common Collective Trust | $418K | 4.2% |
| BLACKROCK LFPTH IDX 2045 N FD BLACKROCK INST TRUST CO · EIN 82-1546505 / PN 001 | Common Collective Trust | $356K | 3.6% |
| BLACKROCK US DEBT INDEX M FUND BLACKROCK INST TRUST CO · EIN 45-4395752 / PN 001 | Common Collective Trust | $255K | 2.6% |
| FIDELITY GR CO COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | $245K | 2.5% |
| BLACKROCK LFPTH IDX 2050 N FD BLACKROCK INST TRUST CO · EIN 82-1562543 / PN 001 | Common Collective Trust | $217K | 2.2% |
| US EQUITY INDEX J FUND BLACKROCK INST TRUST CO · EIN 35-2439538 / PN 001 | Common Collective Trust | $136K | 1.4% |
| RUSSELL 2500 INDEX M FUND BLACKROCK INST TRUST CO · EIN 46-1431095 / PN 001 | Common Collective Trust | $113K | 1.1% |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | $84K | 0.8% |
| PIONEER MLT-SCR FIX INC PRT R1 WILMINGTON TRUST, N.A. · EIN 38-4065337 / PN 435 | Common Collective Trust | $82K | 0.8% |
| BLACKROCK LFPTH IDX 2055 N FD BLACKROCK INST TRUST CO · EIN 82-1578259 / PN 001 | Common Collective Trust | $80K | 0.8% |
| BLACKROCK LFPTH IDX 2060 N FD BLACKROCK INST TRUST CO · EIN 82-1592041 / PN 001 | Common Collective Trust | $12K | 0.1% |
| BLACKROCK MSCI ACWI EX-US IN M BLACKROCK INST TRUST CO · EIN 45-4431087 / PN 001 | Common Collective Trust | $0 | <0.1% |
