Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAVIGATE RETIREMENT SOLUTIONS | 55-0846628 | — | NONE | $16K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ABG RETIREMENT PLAN GROUP TRUST CHARLES SCHWAB BANK · EIN 83-3962311 / PN 001 | Master Trust | — | — | $7.5M | 100.0% | |
| Master Trust | Other securities | — | — | $7.4M | 99.0% | |
| Plan Participants | Other securities | — | — | $75K | 1.0% |
