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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | — | — | NONE | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HAYNES AND BOONE MASTER TRUST HAYNES AND BOONE, LLP · EIN 75-1312888 / PN 004 | Master Trust | — | — | $293.7M | 94.8% | |
| Retirement Savings Plan and Investment Directed Profit Sharing Plan Master Trust * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $702K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.