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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | CUSTODIAN | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERDENCE CAPITAL ADVISORS LLC | 82-1548745 | — | ADVISOR | $32K | — |
| SECURIAN FINANCIAL SERVICES INC. | 41-1486060 | — | ADVISOR | $1K | — |
| CREATIVE PLANNING LLC | 43-1270780 |
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 |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. CHARLES SCHWAB POOLED SEPARATE ACCOUNTS · EIN 94-1737782 / PN 000 | Pooled Separate Account | $67K | 100.0% |
| — |
| ADVISOR |
| $69 |
| — |
