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 | -$25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $60K | — |
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 |
|---|---|---|---|
| AS DISC SMIDCP GR E2 WELLS FARGO BANK, N.A. · EIN 45-7019649 / PN 001 | Common Collective Trust | $0 | — |
| LS CORE PLUS BOND F LOOMIS SAYLES · EIN 84-6391546 / PN 010 | Common Collective Trust | $0 | — |
| INVESCO STBL VAL B1 |
Common Collective Trust |
| $0 |
| — |
| RT GQG INTL EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | $0 | — |
