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 |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $16K | — |
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 MANAGED RETIRE TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | $0 | — |
Common Collective Trust |
| $0 |
| — |
| SCHWAB MANAGED RETIRE TRUST 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE INCOME TRUST CHARLES SCHWAB BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIRE TRUST 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | $0 | — |
