Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $129K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITENER CAPITAL MANAGEMENT INC | 56-1572921 | — | NONE | $14K | — |
| BLUESKY WEALTH ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Mutual Fund | Other securities | — | — | $10.6M | 14.8% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | Other securities | — | — | $8.4M | 11.7% | |
| Personal Choice Retirement Accounts Self-Directed Brokerage Accounts | Other securities | — | — | $7.4M | 10.3% | |
| Fidelity International Idx Mutual Fund | Other securities | — | — | $6.7M | 9.3% | |
| VANGUARD SHORT TERM INFL PRO Registered Investment Company | Other securities | — | — | $6.2M | 8.7% | |
| VANGUARD ST CORP BD IDX ADM Registered Investment Company | Common Stock | — | — | $4.6M | 6.4% | |
| Fidelity Large Cap Value Idx Mutual Fund | Other securities | — | — | $4.4M | 6.2% | |
| Fidelity Large Cap Growth Idx Mutual Fund | Other securities | — | — | $4.0M | 5.6% | |
| FIDELITY EMERG MARKETS IDX Registered Investment Company | Other securities | — | — | $2.9M | 4.0% | |
| Vanguard Real Estate Index Admiral Mutual Fund | Other securities | — | — | $2.2M | 3.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Other securities | — | — | $2.0M | 2.8% | |
| Schwab Fdmtl Intl Equity Mutual Fund | Common Stock | — | — | $1.5M | 2.1% | |
| VANGUARD SM CAP VAL INDEX ADM Registered Investment Company | Other securities | — | — | $1.4M | 1.9% | |
| Fidelity Small Cap Idx Mutual Fund | Other securities | — | — | $1.4M | 1.9% | |
| VANGUARD MDCP GRTH INDEX ADM Registered Investment Company | Other securities | — | — | $1.3M | 1.9% | |
| VANGUARD MID CAP VALUE IDX ADM Registered Investment Company | Other securities | — | — | $1.3M | 1.8% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | Other securities | — | — | $1.0M | 1.4% | |
| Vanguard Treasury Money Market Money Market Fund | Cash / Money Market | — | — | $859K | 1.2% | |
| VGD INTERM TERM TRSY IDX ADM Registered Investment Company | Other securities | — | — | $779K | 1.1% | |
| SCHWAB FUNDMTL INT SMMID INDEX Registered Investment Company | Other securities | — | — | $394K | 0.5% | |
| Schwab Fdmtl Intl Sm Eq Mutual Fund | Other securities | — | — | $394K | 0.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $379K | 0.5% | |
| Notes receivable from participants 9.50% | Bonds / Notes | — | — | $379K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-0092155 |
| — |
| NONE |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $349 | — |
