Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | 91-1526584 | — | NONE | $43K | — |
| STIFEL INVESTMENT SERVICES | 43-0538770 | — | NONE | $30K | — |
| CHARLES SCHWAB BANK | 41-1558009 | — | NONE | $15K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
