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 INC | 34-1479833 | — | NONE | $200K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $83K | — |
| BAKER TILLY US LLP | 39-0859910 | — | NONE | $34K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $217 | — |
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 |
|---|---|---|---|
| GOLDMAN SACHS STB VAL COLLECT TR FD GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | $22.3M | 4.5% |
