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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $179K | — |
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 |
|---|---|---|---|
| SCHWAB MANAGED RETIREMENT INC CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | $0 | — |
Common Collective Trust |
| $0 |
| — |
| SCHWAB MANAGED RETIREMENT FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | $0 | — |
| NT COLLECTIVE S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | $0 | — |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | $0 | — |
| NT COLLECTIVE EXTEND. EQ. MRKT IN. NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 110 | Common Collective Trust | $0 | — |
| NT COLLECT. ALL COUNTRY WRLD. EX-US NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 117 | Common Collective Trust | $0 | — |
| SCHWAB MANAGED RETIREMENT FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | $0 | — |
