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 | -$8K | — |
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 |
|---|---|---|---|
| SCHWAB MGD RET 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2040 |
Common Collective Trust |
| $0 |
| — |
| SCHWAB MGD RET 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET INC SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 005 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 024 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | $0 | — |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | $0 | — |
| SCHWAB MGD RET 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | $0 | — |
