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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 83-3656874 | — | ADVISOR | $25K | — |
| STOEKS FAMILY OFFICE |
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 | |||
|---|---|---|---|
| GALLIARD STABLE RET C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | $364K | 1.2% |
| 83-3656874 |
| — |
| INVESTMENT ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPGS | 86-2963468 | — | PLAN ADMINISTRATOR | $4K | — |
