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 |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICE GROUP | — | PHILADELPHIA, PA | NONE | $39K | — |
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 INDEX RET TR FD 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | $37K | 0.7% |
| SCHWAB INDEX RET TR FD 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | $24K | 0.4% |
| SCHWAB INDEX RET TR FD 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 |
Common Collective Trust |
| $8K |
| 0.1% |
