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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | SAN FRANCISCO, CA | PLAN CUSTODIAN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $8K | — |
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 | |||
|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | $2.6M | 28.8% |
| PGIM TOTAL RETURN BOND FUND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | $994K | 11.0% |
| BLACKROCK MID CAP EQUITY INDEX FD R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | $620K | 6.9% |
| BLACKROCK MSCI ACWI EX-U.S. IDX FD GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | $550K | 6.1% |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $538K | 6.0% |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | $336K | 3.7% |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | $36K | 0.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $45K | — |
