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 |
|---|---|---|---|---|---|
| CBIZ | 31-1582098 | PHILADELPHIA, PA | NONE | $315K | — |
| LOOMIS SAYLES & COMPANY LP | 04-3200030 | BOSTON, MA | NONE | $252K | — |
| SCHWAB RETIRMENT PLAN SERVICES, INC | 34-1479833 | — | 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NT S&P 500 IND FD DC-NL TIER 3 CHARLES SCHWAB BANK · EIN 45-6138589 / PN 003 | Common Collective Trust | $0 | <0.1% |
