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 |
|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS, LLC | 47-5476782 | — | INV. ADVISORY | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | OTHER | $91K | — |
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 | |||
|---|---|---|---|
| CORE PLUS BOND FUND CL R1 WILMINGTON TRUST, N.A. · EIN 38-3116854 / PN 515 | Common Collective Trust | $5.2M | 18.8% |
| INTERNATIONAL GROWTH FUND II CLASS WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 619 | Common Collective Trust | $3.4M | 12.2% |
| LARGE CAP GROWTH FUND II CLASS R1 WILMINGTON TRUST, N.A. · EIN 34-4139849 / PN 626 | Common Collective Trust | $2.3M | 8.4% |
| AC SMALL CAP VALUE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 401 | Common Collective Trust | $1.1M | 3.9% |
| MID CAP GROWTH R1 WILMINGTON TRUST, N.A. · EIN 38-4126294 / PN 597 | Common Collective Trust | $769K | 2.8% |
| FLEXPATH STABLE VALUE FUND CL R1 WILMINGTON TRUST, N.A. · EIN 85-4031707 / PN 653 | Common Collective Trust | $536K | 2.0% |
