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 |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $28K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $24K | — |
| CHARLES SCHWAB & CO. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METLIFE STABLE VALUE FUND RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVEST TRUST SVCS · EIN 46-6625485 / PN 001 | Common Collective Trust | $2.2M | 9.3% |
