This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES | — | WALTHAM, MA | INVESTMENT ADVISOR | $36K | — |
| Name | EIN | Location |
|---|
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CORE BOND FUND CL R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | $579K | 2.7% |
| MID CAP GROWTH FUND II CL R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | $307K | 1.5% |
| LARGE CAP GROWTH FUND II CL R1 GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | $253K | 1.2% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| DOWNEAST PENSION SERVICES, INC. | 01-0472857 | NEW GLOUCESTER, ME | CONTRACT ADMINISTRTOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| SMALL CAP GROWTH FUND CL R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | $190K | 0.9% |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | $174K | 0.8% |
| SMALL CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | $76K | 0.4% |
