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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $29K | — |
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 |
|---|---|---|---|
| FLEXPATH+MOD 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3071639 / PN 235 | Common Collective Trust | $1.0M | 13.2% |
| FLEXPATH+MOD 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3002484 / PN 232 | Common Collective Trust | $1.0M | 13.0% |
| FLEXPATH+MOD 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3188067 / PN 238 |
Common Collective Trust |
| $824K |
| 10.7% |
| FLEXPATH+MOD 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2950747 / PN 229 | Common Collective Trust | $638K | 8.3% |
| FLEXPATH+AGR 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3026996 / PN 234 | Common Collective Trust | $238K | 3.1% |
| LARGE CAP GRTH I1 WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | $230K | 3.0% |
| LARGE CP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | $215K | 2.8% |
| FLEXPATH+CON 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2961375 / PN 230 | Common Collective Trust | $146K | 1.9% |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $144K | 1.9% |
| FLEXPATH+AGR 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3170652 / PN 237 | Common Collective Trust | $123K | 1.6% |
| FLEXPATH+AGR 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2935740 / PN 228 | Common Collective Trust | $107K | 1.4% |
| FLEXPATH+AGR 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2987118 / PN 231 | Common Collective Trust | $75K | 1.0% |
| FLEXPATH+MOD RET I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2851418 / PN 226 | Common Collective Trust | $64K | 0.8% |
| LA CORE BOND CIT WILMINGTON TRUST, N.A. · EIN 82-1986152 / PN 325 | Common Collective Trust | $42K | 0.5% |
| WT INTL STK FUND I1 WILMINGTON TRUST, N.A. · EIN 82-2436292 / PN 342 | Common Collective Trust | $23K | 0.3% |
| VICT SM CAP GR I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | $23K | 0.3% |
| SMALL CAP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | $2K | <0.1% |
