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 |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $29K | — |
| LUTZ | — | OMAHA, NE | NONE | $25K | — |
| ADVANCED CAPITAL GROUP | 41-1921960 | — | NONE | $24K | — |
| JP MORGAN | 13-4994650 | — | NONE | $4K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MELLON STABLE VALUE FUND CLASS M BNY MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | $757K | 3.7% |
| $0 |
| — |
