Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — |
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.
| NONE |
| $49K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | NONE | $138K | — |
| MUTUAL ADVISORS LLC | 27-1193779 | — | NONE | $48K | — |
| PRIVATE ADVISOR GROUP LLC | 27-3463733 | — | NONE | $34K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $26K | — |
| NORTHERN CAPITAL MANAGEMENT IN | 91-1548437 | — | NONE | $19K | — |
| FREESTONE CAPITAL MANAGEMENT L | 26-1341887 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOHIMER WEALTH MANAGEMENT LLC | 83-2676110 | — | NONE | $37K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | NONE | $34K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $27K | — |
| FOCUS PARTNERS WEALTH LLC | 90-0751149 | — | NONE | $21K | — |
| COMMONWEALTH EQUITY SERVICES I | 04-2675571 | — | NONE | $20K | — |
| LIGHTHOUSE WEALTH STRATEGIES L | 81-3472170 | — | NONE | $14K | — |
| LEEWARD FINANCIAL PARTNERS LLC | 82-1531856 | — | NONE | $14K | — |
| BADGLEY PHELPS WEALTH MANAGERS | 86-3967539 | — | NONE | $13K | — |
| FORT HENRY CAPITAL LLC | 46-4781142 | — | NONE | $11K | — |
| PINKERTON RETIREMENT SPECIALIS | 82-0494856 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $10K | — |
| BUCKINGHAM STRATEGIC PARTNERS | 20-8307105 | — | NONE | $7K | — |
| NEW HARBOR FINANCIAL GROUP LLC | 20-2077226 | — | NONE | $6K | — |
| FOSTER GROUP INC | 42-1361385 | — | NONE | $5K | — |
| SCOTT ANDERSON FINANCIAL INC | 46-0665164 | — | NONE | $5K | — |
