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 | $213K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC. | 26-0058143 | — | CONSULTANT\INVESTMENT ADV | $225K | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CT STABLE GOVT I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | $0 | — |
| Direct comp |
|---|
| Indirect comp |
|---|
| ARONSON LLC | 37-1611326 | — | ACCOUNTANT/AUDITOR | $54K | — |
