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 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | NONE | $15K | — |
| PRIME CAPITAL INVESTMENT ADVIS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pimco Long Duration Total Ret Instl Mutual fund 642 Pimco Long Term Credit Instl Mutual fund 28 * Schwab Gov Money Market Fund Money market fund | Cash / Money Market | — | $1.2M | $1.2M | 99.8% | |
| Pimco Investment Grade Corp Bd Instl Mutual fund | Common Stock | — | $2K | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-1364595 |
| — |
| NONE |
| $11K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
