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 |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | NONE | $34K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $23K | — |
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 |
|---|---|---|---|
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $865K | 4.5% |
