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 |
|---|---|---|---|---|---|
| SENTINEL BENEFIT GROUP, INC. | 04-3015875 | — | TPA | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | N/A | $8K | — |
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 MANAGED RET TRUST INCOME CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 005 | Common Collective Trust | $0 | — |
| SCHAWB MANAGED TRUST 2015 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 006 | Common Collective Trust | $0 | — |
Common Collective Trust |
| $0 |
| — |
| SCHWAB MANAGED TRUST 2035 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 008 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED TRUST 2045 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 009 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED TRUST 2020 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 002 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED TRUST 2030 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 003 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED TRUST 2040 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 004 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED TRUST 2055 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 020 | Common Collective Trust | $0 | — |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED TRUST 2050 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 010 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED TRUST 2060 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 022 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED TRUST 2010 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 001 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED TRUST 2065 CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 024 | Common Collective Trust | $0 | — |
| WILMINGTON EUROPACIFIC GROWTH TRUST WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | $0 | — |