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 |
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 | |||
|---|---|---|---|
| JPM CHASE BANK LGCAP GRTH CF JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | $166.1M | 8.4% |
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | $66.6M | 3.4% |
| 34-1479833 |
| — |
| NONE |
| $505K |
| — |
| NEWPORT RETIREMENT SERVICES INC | 62-1868111 | — | NONE | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $23K | — |
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $23K | — |
| SUNCOAST EQUITY MANAGEMENT LLC | 47-4482326 | — | NONE | $19K | — |
| CHANEY CAPITAL MANAGEMENT INC | 91-1925976 | — | NONE | $16K | — |
| OCCIDENTAL ASSET MGMT LLC | 46-2763324 | — | NONE | $10K | — |
| NEWEDGE ADVISORS LLC | 46-0854203 | — | NONE | $9K | — |
| SINGER WEALTH ADVISORS LLC | 46-4915730 | — | NONE | $9K | — |
| SANCTUARY ADVISORS LLC | 47-3162022 | — | NONE | $9K | — |
| SIGNATURE INVESTMENT ADVISORS | 45-3791510 | — | NONE | $8K | — |
| CANVAS WEALTH ADVISORS LLC | 84-1908421 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK ASKEW & CO., LLP | 58-0662558 | — | NONE | $23K | — |
| BAKER TILLY US LLP | 39-0859910 | — | NONE | $21K | — |
| MARINER LLC | 20-4553256 | — | NONE | $19K | — |
| PREVAIL INNOVATIVE WEALTH ADVI | 82-1443118 | — | NONE | $19K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $15K | — |
| WALRUS PARTNERS LLC | 41-1863369 | — | NONE | $13K | — |
| HBK SORCE ADVISORY LLC | 34-1925728 | — | NONE | $10K | — |
| ANNEX ADVISORY SERVICES LLC | 68-0524298 | — | NONE | $9K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $9K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $7K | — |
| DRIVEN INVESTMENTS LLC | 85-1639367 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $7K | — |
| KRILOGY FINANCIAL LLC | 26-3835498 | — | NONE | $6K | — |
| SAGE RUTTY & CO INC | 16-0620690 | — | NONE | $6K | — |
| TUSHAUS GROUP LLC | 86-2804820 | — | NONE | $6K | — |
