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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 45-5091060 | — | NONE | $22K | — |
| TPP RETIREMENT PLAN SPECIALISTS | 20-1301962 | — | NONE | $16K | — |
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 |
|---|---|---|---|
| MATRIX TRUST MULTI MANAGER STABLE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 001 | Common Collective Trust | $1.5M | 13.6% |
