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 BANK | 82-3967259 | — | TRUSTEE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| SVF COLLECTIVE INVESTMENT TRUST RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | $136K | 2.4% |
| AMERITAS | 47-0098400 | — | NONE | $44K | — |
| INVISTA ADVISORS | 63-1204395 | — | NONE | $11K | — |
| SKIBBIE, CPA INC. | 27-0851321 | — | NONE | $8K | — |
