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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISORS INC | 31-1509466 | — | INVESTMENT ADVISOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| LARGE CAP GROWTH FUND II GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | $983K | 11.0% |
| INTERNATIONAL EQUITY FUND GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust |
| Indirect comp |
|---|
| DOWNEAST PENSION SERVICES, INC. | 01-0472857 | — | TPA | $1K | — |
| $710K |
| 7.9% |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |