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 |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
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 |
|---|---|---|---|
| FLEXPATH AGGRESSIVE 2035 FUND WILMINGTON TRUST FUNDS · EIN 47-2987118 / PN 216 | Pooled Separate Account | $417K | 100.0% |
| SMALL CAP VALUE FUND - FEE CLASS 1 WILMINGTON TRUST FUNDS · EIN 38-4097325 / PN 488 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH INDEX + AGGRESS 2065 FUND WILMINGTON TRUST FUNDS · EIN 38-7271381 / PN 759 | Pooled Separate Account |
| $0 |
| <0.1% |
| FLEXPATH - MODERATE RETIREMENT FUND WILMINGTON TRUST RETIREMENT · EIN 47-2851418 / PN 211 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH INDEX - CONS RET FUND WILMINGTON TRUST FUNDS · EIN 47-2916729 / PN 212 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH - AGGRESSIVE 2025 FUND WILMINGTON TRUST FUNDS · EIN 47-2935740 / PN 228 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH MODERATE 2025 FUND WILMINGTON TRUST FUNDS · EIN 47-2950747 / PN 229 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH CONS 2025 WILMINGTON TRUST FUNDS · EIN 47-2961375 / PN 230 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH MODERATE 2035 FUND WILMINGTON TRUST FUNDS · EIN 47-3002484 / PN 217 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH CONSERVATIVE 2035 FUND WILMINGTON TRUST FUNDS · EIN 47-3018134 / PN 233 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH AGGRESSIVE 2045 FUND WILMINGTON TRUST FUNDS · EIN 47-3026996 / PN 219 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH MODERATE 2045 WILMINGTON TRUST FUNDS · EIN 47-3071639 / PN 240 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH AGGRESSIVE 2055 FUND WILMINGTON TRUST FUNDS · EIN 47-3170652 / PN 222 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH MODERATE 2055 FUND WILMINGTON TRUST FUNDS · EIN 47-3188067 / PN 223 | Pooled Separate Account | $0 | <0.1% |
| LARGE CAP GROWTH FUND - FEE CLASS 1 WILMINGTON TRUST FUNDS · EIN 82-4435820 / PN 375 | Pooled Separate Account | $0 | <0.1% |
| LARGE CAP VALUE FUND - FEE CALSS 1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Pooled Separate Account | $0 | <0.1% |
| PIONEER BOND FUND TRUST CLASS R1 WILMINGTON TRUST FUNDS · EIN 81-5420248 / PN 291 | Pooled Separate Account | $0 | <0.1% |
| EMERGING MARKETS FUND - FEE CLASS 1 WILMINGTON TRUST FUNDS · EIN 86-1819869 / PN 672 | Pooled Separate Account | $0 | <0.1% |
| INT'L GROWTH FUND II - CLASS L1 WILMINGTON TRUST FUNDS · EIN 38-4139842 / PN 619 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH INDEX MODERATE 2065 FUND WILMINGTON TRUST RETIRE AND INST SERV CO · EIN 38-7271379 / PN 760 | Pooled Separate Account | $0 | <0.1% |
| FLEXPATH INDEX AGGRESSIVE RET FUND WILMINGTON TRUST RETIRE AND INST SERV CO · EIN 47-2238264 / PN 210 | Pooled Separate Account | $0 | <0.1% |
