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 |
|---|---|---|---|---|---|
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | NONE | $13K | — |
| PENSION CORPORATION OF AMERICA | 31-1360674 | — | NONE | $10K | — |
| ALPHAMARK ADVISORS LLC | 36-4293631 | — | NONE | $10K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $4K | — |
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 |
|---|---|---|---|
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RET 2010 CL IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RET 2020 CL IV |
Common Collective Trust |
| $0 |
| — |
| SCHWAB MANAGED RET 2025 CL IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RET 2030 CL IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RET 2035 CL IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RET 2040 CL IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RET 2050 CL IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RET 2055 CL IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RET 2060 CL IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | $0 | — |