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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | CONSULTANT | $17K | — |
| FIRST REPUBLIC INVESTMENT MGMNT | 22-3623353 | — | ADVISOR | $12K | — |
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 |
|---|---|---|---|
| WT METLIFE STAB VAL WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | $0 | — |
