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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EP WEALTH ADVISORS LLC | 33-0152539 | — | NONE | $33K | — |
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 | |||
|---|---|---|---|
| ALLIANZGI NFJ DIVIDEND VALUE CIT SEI TRUST COMPANY · EIN 45-2869136 / PN 002 | Common Collective Trust | $29.5M | 1.9% |
| ALLIANGI EMERGING MRKT CONSUMER CIT SEI TRUST COMPANY · EIN 45-4115492 / PN 004 | Common Collective Trust | $5.7M | 0.4% |
| PIMCO ALL ASSET ALL AUTY COLLVE TR SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $3.3M | 0.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | NONE | $22K | — |
| SIGNATUREFD LLC | 58-2323085 | — | NONE | $19K | — |
| EVOKE WEALTH LLC | 83-3323177 | — | NONE | $13K | — |
| PRIVATE OCEAN | 20-5742052 | — | NONE | $13K | — |
