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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | NONE | $8K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||
|---|---|---|---|
| RETIREMENT ADVOCATE MOD AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 221 | Common Collective Trust | $13.3M | 33.1% |
| RETIREMENT ADVOCATE MODERATE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 220 | Common Collective Trust | $8.4M | 20.9% |
| RETIREMENT ADVOCATE AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 222 | Common Collective Trust | $6.5M | 16.3% |
| RETIREMENT ADVOCATE CONSERVATIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 218 | Common Collective Trust | $1.5M | 3.6% |
| RETIREMENT ADVOCATE MOD CONSERV MATRIX TRUST COMPANY · EIN 75-3182674 / PN 219 | Common Collective Trust | $472K | 1.2% |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | $361K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
