Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $259K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUCID ADVISORS, INC. | 91-2050140 | — | INVEST ADVISOR | $42K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Party Value * Various 403(b) annuity contracts and custodial accounts | Other securities | — | — | $613.9M | 93.9% | |
| Various Self-directed brokerage accounts | Other securities | — | — | $20.2M | 3.1% | |
| FUTUREFUNDS SERIES ACCOUNT II GREAT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.2M | 0.2% | |
| FUTUREFUNDS SERIES ACCOUNT II GREAT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $468K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER | 91-1194016 | — | AUDITOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISENHOWER & CARLSON | 91-1749975 | — | LEGAL | $10K | — |
