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 |
|---|---|---|---|---|---|
| DUNCAN & HALEY LTD | 02-0532349 | SEATTLE, WA | NONE | $20K | — |
| NW INVESTMENT CONSULTING DBA NWPS | 91-2090931 | — | NONE | $16K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $5K | — |
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 | |||
|---|---|---|---|
| GALLIARD WELLS FARGO STABLE VALUE WELLS FARGO · EIN 94-3371778 / PN 001 | Common Collective Trust | $993K | 14.5% |
