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 |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS, LLC | 20-8874282 | — | INVESTMENT ADVISORY | $36K | — |
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
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 INDEXED RT TR FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | $23.0M | 63.0% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $4.1M | 11.1% |
| SCHWAB INDEXED RT TR FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 |
Common Collective Trust |
| $708K |
| 1.9% |
| SCHWAB INDEXED RT TR FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | $582K | 1.6% |
| SCHWAB INDEXED RT TR FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | $519K | 1.4% |
| SCHWAB INDEXED RT TR FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | $405K | 1.1% |
| SCHWAB INDEXED RT TR FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | $238K | 0.7% |
| SCHWAB INDEXED RT TR FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | $220K | 0.6% |
| SCHWAB INDEXED RT TR FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | $202K | 0.6% |
| SCHWAB INDEXED RT TR FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | $88K | 0.2% |
| SCHWAB INDEXED RT TR FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | $55K | 0.2% |
| SCHWAB INDEXED RT TR FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | $13 | <0.1% |
