Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY US BOND INDEX Registered Investment Company | Other securities | — | — | $4.0M | 15.0% | |
| Schwab 1000 Index Fund | Other securities | — | — | $3.4M | 13.0% | |
| Vanguard Growth Index Admiral Fund | Other securities | — | — | $3.0M | 11.4% | |
| Schwab International Index Fund | Other securities | — | — | $2.5M | 9.3% | |
| SCHWAB BANK SAVINGS Money Market / Cash Equivalent | Cash / Money Market | — | — | $2.4M | 9.2% | |
| Schwab Money Market | Cash / Money Market | — | — | $2.4M | 9.1% | |
| Vanguard Value Index Admiral Fund | Other securities | — | — | $1.7M | 6.5% | |
| VANGUARD SHRT TERM INFL PRO Registered Investment Company | Other securities | — | — | $1.3M | 5.1% | |
| VANGUARD ST CORP BD IDX ADM Registered Investment Company | Common Stock | — | — | $1.3M | 4.8% | |
| Vanguard Short-Term Corporate Bond Index Admiral | Other securities | — | — | $1.3M | 4.8% | |
| VANGUARD MDCP GRTH INDEX ADM Registered Investment Company | Other securities | — | — | $1.1M | 4.1% | |
| Vanguard Small-Cap Value Index Fund | Other securities | — | — | $1.1M | 4.0% | |
| Vanguard Intermediate-Term Treasury Index Admiral | Other securities | — | — | $835K | 3.2% | |
| VGD INTERM TERM TRSY IDX ADM Registered Investment Company | Other securities | — | — | $835K | 3.2% | |
| Schwab Small-Cap Index Fund | Other securities | — | — | $741K | 2.8% | |
| VANGUARD EMRG MKTS INDEX ADM Registered Investment Company | Other securities | — | — | $716K | 2.7% | |
| Vanguard Mid-Cap Value Index Fund | Other securities | — | — | $669K | 2.5% | |
| Admiral Fund Vanguard Small-Cap Growth Index Fund | Other securities | — | — | $538K | 2.0% | |
| Participant Loans Interest Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $372K | 1.4% | |
| Schwab Personal Choice Retirement Account | Other securities | — | — | $270K | 1.0% | |
| PCRA Self-Directed Brokerage Account | Other securities | — | — | $270K | 1.0% | |
| Northern Mid Cap Index Fund | Other securities | — | — | $186K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
