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 |
|---|---|---|---|---|---|
| BERGER ASSET MANAGEMENT INC | 77-0408038 | — | NONE | $37K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $24K | — |
| PRIEST AMISTADI CPA'S | 94-2507389 | — | NONE | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $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 |
|---|---|---|---|
| WILMINGTON STABLE VALUE FUND FLEXPATH STRATEGIES, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | $746K | 5.0% |
