Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | — | — | FINANCIAL ADVISOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIFORNIA BENEFIT PLANNERS | 95-4568183 | PASADENA, CA | TPA | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Cash & money markets Interest bearing 0-.l% | Cash / Money Market | — | $1.5M | $1.5M | 24.1% | |
| JPMoran Chase 81 Co 1500 Equity sha res | Common Stocks | — | $358K | $360K | 5.6% | |
| Johnsons Johnson 2400 Equity sha res | Other securities | — | $394K | $347K | 5.4% | |
| Goldman Sachs Group Inc 600 Equity sha res | Common Stocks | — | $352K | $344K | 5.4% | |
| Caterpillar Inc 900 Equity shares | Common Stocks | — | $348K | $326K | 5.1% | |
| Broadcom Inc 1400 Equity shares | Common Stocks | — | $223K | $325K | 5.1% | |
| McDona Ids Corp 1100 Equity shares | Common Stocks | — | $344K | $319K | 5.0% | |
| The Coca-Cola Co 5000 Equity s ha res | Common Stocks | — | $346K | $311K | 4.9% | |
| ProcterS Gamble 1700 Eq u i ty s h a re s | Other securities | — | $290K | $285K | 4.5% | |
| Amazon.com Inc 1200 Equity shares | Common Stocks | — | $222K | $263K | 4.1% | |
| Amgen Inc 1000 Equity shares | Common Stocks | — | $329K | $261K | 4.1% | |
| Intuit Inc 400 Equity shares | Common Stocks | — | $254K | $251K | 3.9% | |
| IBM Corp 1100 Equity shares | Common Stocks | — | $252K | $242K | 3.8% | |
| Alphabet Inc. 1200 Equity shares | Common Stocks | — | $214K | $227K | 3.6% | |
| Sponsor Contribution receivable | Other securities | — | $222K | $222K | 3.5% | |
| Merck 8c Co Inc. 2200 Equity shares | Common Stocks | — | $272K | $219K | 3.4% | |
| Microsoft Corp 500 Equity s ha res | Common Stocks | — | $229K | $211K | 3.3% | |
| Applied Materials 1100 Equity shares | Other securities | — | $250K | $179K | 2.8% | |
| Chevron Corp 1000 Equity shares | Common Stocks | — | $159K | $145K | 2.3% |
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 |
|---|---|---|---|---|---|
| DOUGHERTY & COMPANY | 95-3871065 | GLENDALE, CA | CPA AUDITOR | $11K | — |
