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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $117K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ICAPITAL LLC | 76-0708798 | — | NONE | $80K | — |
| DISANTO PRIEST AND CO |
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 | |||
|---|---|---|---|
| GALLIARD STABLE VALUE FUND C WELLS FARGO BANK N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | $2.1M | 3.4% |
| 57-1139864 |
| — |
| NONE |
| $5K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
