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 |
|---|---|---|---|---|---|
| SOLTIS INVESTMETN ADVISORS | — | ST. GEORGE, UT | 3(16) ADMIN, ADVISOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOMENTA INC | — | SANTA CLARA, CA | PLAN SPONSOR | $17K | — |
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 |
|---|---|---|---|
| T ROWE PRICE RET BLEND SEL TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | $5.7M | 16.0% |
| T ROWE PRICE RET BLEND SEL TR 2020 |
Common Collective Trust |
| $5.1M |
| 14.4% |
| T ROWE PRICE RET BLEND SEL TR 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | $4.2M | 11.8% |
| T ROWE PRICE RET BLEND SEL TR 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | $4.0M | 11.3% |
| T ROWE PRICE RET BLEND SEL TR 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | $3.7M | 10.4% |
| T ROWE PRICE RET BLEND SEL TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | $3.1M | 8.8% |
| T ROWE PRICE RET BLEND SEL TR 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | $2.3M | 6.6% |
| T ROWE PRICE RET BLEND SEL TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | $2.2M | 6.2% |
| T ROWE PRICE RET BLEND SEL TR 2060 GREAT GRAY · EIN 38-7271343 / PN 744 | Common Collective Trust | $1.3M | 3.6% |
| T ROWE PRICE RET BLEND SEL TR 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | $514K | 1.4% |
| LARGE CAP GROWTH (JP MORGAN INVST) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $103K | 0.3% |
