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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $33K | — |
| KATZ SAPPER & MILLER | 35-2123203 | — | NONE | $15K | — |
| AXIA ADVISORY | 35-1859469 | — | NONE | $15K | — |
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 | |||
|---|---|---|---|
| MANAGED RETIREMENT FD GROWTH CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 141 | Common Collective Trust | $9.5M | 34.9% |
| MANAGED RETIREMENT FD AGGRESSIVE CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 142 | Common Collective Trust | $4.5M | 16.8% |
| MANAGED RETIREMENT FD BALANCED CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 140 | Common Collective Trust | $4.4M | 16.3% |
| MANAGED RETIREMENT FD CONSERVATIVE CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 139 | Common Collective Trust | $939K | 3.5% |
| MANAGED RETIREMENT FD MODERATE CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 143 | Common Collective Trust | $605K | 2.2% |
| MANAGED RETIREMENT REAL ASSET FD CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 229 | Common Collective Trust | $82K | 0.3% |
