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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 82-3967259 | — | CUSTODIAN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 45-6062081 | — | INVESTMENT ADVISOR | $35K | — |
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.
| % of plan | |||
|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | $1.7M | 6.3% |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802587 / PN 004 | Common Collective Trust | $280K | 1.1% |
| BLACKROCK EAFE EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 007 | Common Collective Trust | $94K | 0.4% |
| BLACKROCK US TIPS INDEX CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116835 / PN 510 | Common Collective Trust | $64K | 0.2% |
| BLACKROCK US DEBT INDEX FUND CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | $43K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | TPA | $25K | — |
