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 |
|---|---|---|---|---|---|
| LCG ASSOCIATES | 72-0734507 | — | CONSULTANT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 04-6013494 | — | INVEST MGR | $10K | — |
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 |
|---|---|---|---|
| INVESCO INTERNATIONAL GROWTH INVESCO TRUST COMPANY · EIN 20-2583973 / PN 114 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD INCO CHARLES SCHWAB BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | $0 | — |
Common Collective Trust |
| $0 |
| — |
| SCHWAB MANAGED RETIRE TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | $0 | — |
| WTC-CIP II BALANCED REAL ASSETS WELLINGTON TRUST CO. NA · EIN 04-6913417 / PN 107 | Common Collective Trust | $0 | — |
| WILLIAM BLAIR COLLECTIVE GLOBAL TRUST CO. · EIN 26-3761443 / PN 007 | Common Collective Trust | $0 | — |
| INVESCO STABLE VALUE TRUST IVZ TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | $0 | — |
