Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES, INC. | 91-2090931 | SEATTLE, WA | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNCAN & HALEY, LTD | 02-0532349 | SEATTLE, WA | INVESTMENT MANAGEMENT | $20K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | AUSTIN, TX | NONE | $19K | — |
| HAGEN, KURTH, PERMAN & CO., PS | 91-1233794 | SEATTLE, WA | NONE | $14K | — |
