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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORP | 35-0472300 | — | SERVICE PROVIDER | $105K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY | 33-0818667 | — | SERVICE PROVIDER | $40K | — |
| KMH LLP | 42-1539623 | — |
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 | |||
|---|---|---|---|
| S&P 500 (R) INDEX NL SF CL K STATE STREET GLOBAL ADVISORS TRUST · EIN 90-0337987 / PN 388 | Common Collective Trust | $14.7M | 13.9% |
| IVY MID CAP GROWTH CIT CLASS C SEI TRUST COMPANY · EIN 45-3036428 / PN 004 | Common Collective Trust | $2.8M | 2.7% |
| RUSSELL SMALL/MID CAP INDEX NL SF C STATE STREET GLOBAL ADVISORS TRUST · EIN 90-0337987 / PN 461 | Common Collective Trust | $1.7M | 1.6% |
| CLEARBRIDGE SMALL CAP GROWTH CIT WILMINGTON TRUST, N.A. · EIN 38-4065336 / PN 434 | Common Collective Trust | $0 | <0.1% |
| SERVICE PROVIDER |
| $21K |
| — |
