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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $20K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| SCHWAB IDX RET 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | $975K | 35.7% |
| SCHWAB IDX RET 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | $607K | 22.3% |
| Direct comp |
|---|
| Indirect comp |
|---|
| GBQ PARTNERS LLC | 20-2122306 | — | ACCOUNTANT/AUDITOR | $10K | — |
Common Collective Trust |
| $265K |
| 9.7% |
| SCHWAB IDX RET 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | $246K | 9.0% |
| SCHWAB IDX RET 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | $216K | 7.9% |
| SCHWAB IDX RET 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | $168K | 6.2% |
| SCHWAB IDX RET 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | $100K | 3.7% |
| SCHWAB IDX RET 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | $63K | 2.3% |
| SCHWAB IDX RET 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | $51K | 1.9% |
| SCHWAB IDX RET 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | $3K | <0.1% |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | $962 | <0.1% |
| SCHWAB IDX RET 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | $324 | <0.1% |
