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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY & CO., CPA'S LTD | 88-0400174 | — |
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.
| % of plan | |||
|---|---|---|---|
| SMARTRETIREMENT PASSIVE BLEND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | $60.5M | 11.1% |
| SMARTRETIREMENT PASSIVE BLEND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | $58.7M | 10.8% |
| SMARTRETIREMENT PASSIVE BLEND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | $55.3M | 10.2% |
| IBEW-NECA STABLE VALUE TRUST INVESCO TRUST CO. · EIN 93-6223188 / PN 001 | Common Collective Trust | $49.4M | 9.1% |
| SMARTRETIREMENT PASSIVE BLEND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | $44.2M | 8.1% |
| SMARTRETIREMENT PASSIVE BLEND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | $31.7M | 5.8% |
| SMARTRETIREMENT PASSIVE BLEND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | $27.2M | 5.0% |
| EQUITY INDEX FUND Q BLACKROCK INSTITUTIONAL TRUST CO., N.A. · EIN 94-3392410 / PN 001 | Common Collective Trust | $21.4M | 3.9% |
| SMARTRETIREMENT PASSIVE BLEND 2020 JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | $14.6M | 2.7% |
| SMARTRETIREMENT PASSIVE BLEND INCME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | $14.1M | 2.6% |
| SMARTRETIREMENT PASSIVE BLEND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | $13.5M | 2.5% |
| SMARTRETIREMENT PASSIVE BLEND 2060 JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | $9.4M | 1.7% |
| WB SMALL CAP GROWTH COLLECT INV FND GLOBAL TRUST CO. · EIN 27-6331814 / PN 014 | Common Collective Trust | $7.8M | 1.4% |
| ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | $2.3M | 0.4% |
| NONE |
| $74K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC | 38-2383171 | — | NONE | $140K | — |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | 26-1367865 | — | NONE | $79K | — |
| MIDWEST INSTITUTIONAL TRUST CO. | 93-1799133 | — | NONE | $29K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $23K | — |
| SMART SOURCE, LLC | 30-0830429 | — | NONE | $21K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $19K | — |
