Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | — | $12K | — |
| CHARLES SCHWAB TRUST BANK | — | HENDERSON, NV | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab & Co., Inc. Participant-directed brokerage accounts | Common Stock | — | — | $1.4M | 31.9% | |
| Charles Schwab & Co., Inc. Schwab Total Stock Market Index | Common Stock | — | — | $1.3M | 31.0% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index Admiral | Common Stock | — | — | $553K | 13.0% | |
| Fund Fidelity Investments Inc. Fidelity International Index Fund | Common Stock | — | — | $378K | 8.8% | |
| Standard Insurance Company Standard Stable Asset Fund D | Other securities | — | — | $337K | 7.9% | |
| Fidelity Investments Inc. Fidelity 500 Index Fund | Common Stock | — | — | $74K | 1.7% | |
| JP Morgan Chase & Co. JP Morgan Large Cap Growth Fund R6 | Common Stock | — | — | $74K | 1.7% | |
| American Funds American Funds New PERSPCTV R6 | Other securities | — | — | $61K | 1.4% | |
| The Vanguard Group, Inc. Vanguard Emerging Market Stock Index | Common Stock | — | — | $52K | 1.2% | |
| Admiral Fund JP Morgan Chase & Co. JP Morgan Mid Cap Growth Fund R6 | Common Stock | — | — | $46K | 1.1% | |
| JP Morgan Chase & Co. JPMorgan U.S. Value Fund Class R6 | Common Stock | — | — | $4K | <0.1% | |
| American Funds American Funds Grinc Port R6 | Other securities | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 91-1072394 |
| — |
| CONTRACT ADMIN |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | TRUST PARTNER | $12K | — |
