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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $72K | — |
| LPL FINANCIAL RPCP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s, Equities, and Money * Self-Directed Funds Market Funds | Mutual Funds | — | — | $20.8M | 44.9% | |
| Vanguard Group Vanguard Inst Target 2035 | Common Stock | — | — | $5.3M | 11.4% | |
| Vanguard Group Vanguard Inst Target 2030 | Common Stock | — | — | $2.9M | 6.2% | |
| Vanguard Group Vanguard Inst Target 2040 | Common Stock | — | — | $2.5M | 5.4% | |
| Vanguard Group Vanguard Inst Target 2045 | Common Stock | — | — | $1.9M | 4.1% | |
| Vanguard Group Vanguard Inst Target 2050 | Common Stock | — | — | $1.7M | 3.8% | |
| Schwab Capital Trust Schwab S&P 500 Index Fund | Other securities | — | — | $1.3M | 2.9% | |
| Vanguard Group Vanguard Inst Target 2025 | Common Stock | — | — | $1.3M | 2.8% | |
| JPMorgan Chase & Co. JPMorgan Large Cap Growth R6 | Common Stock | — | — | $1.2M | 2.5% | |
| Vanguard Group Vanguard Inst Target 2055 | Common Stock | — | — | $1.1M | 2.3% | |
| Vanguard Group Vanguard Inst Target 2020 | Common Stock | — | — | $1.0M | 2.2% | |
| Vanguard Group Vanguard Sm Cap Val Index Adm | Common Stock | — | — | $721K | 1.6% | |
| Vanguard Group Vanguard Inst Target 2060 | Common Stock | — | — | $591K | 1.3% | |
| PIMCO INCOME INSTITUTIONAL Registered Investment Company | Other securities | — | — | $577K | 1.2% | |
| Charles Schwab Trust Bank Schwab Bank Savings | Other securities | — | — | $509K | 1.1% | |
| MFS Investment Management MFS Value R3 | Other securities | — | — | $466K | 1.0% | |
| Vanguard Group Vanguard Mid Cap Index Admiral | Common Stock | — | — | $382K | 0.8% | |
| Loans, ranging 1-20 years maturity with * Participant Loans interest rates of 3.25% to 8.5% | Bonds / Notes | — | — | $329K | 0.7% | |
| Vanguard Group Vanguard High-Yield Corp ADM | Common Stock | — | — | $313K | 0.7% | |
| Vanguard Group Vanguard Internatl Value | Common Stock | — | — | $287K | 0.6% | |
| Vanguard Group Vanguard Intl Growth Admiral | Common Stock | — | — | $282K | 0.6% | |
| Vanguard Group Vanguard Target Retmt Income | Common Stock | — | — | $282K | 0.6% | |
| Capital Group Bond Fund of America R6 | Common Stock | — | — | $279K | 0.6% | |
| Invesco Capital Management LLC Invesco Small Cap Growth R5 | Other securities | — | — | $166K | 0.4% | |
| Vanguard Group Vanguard Inst Target 2065 | Common Stock | — | — | $97K | 0.2% | |
| Vanguard Group Vanguard Real Estate Index Admiral | Common Stock | — | — | $75K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3046611 |
| — |
| NONE |
| $25K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
