Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $398K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAGUNA WEALTH ADVISORS LLC | 46-2750136 | — | NONE | $16K | — |
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.
| CERDA MUNOZ ADVISORS INC |
| 46-4459677 |
| — |
| NONE |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $50K | — |
| SOWELL FINANCIAL SERVICES LLC | 02-0691794 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $4K | — |
