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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB |
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.
| % of plan | |||
|---|---|---|---|
| GREATGRAY TRST AMERICAN FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $195K | 3.2% |
| GREATGRAY TRST AMERICAN FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $52K | 0.8% |
| GREATGRAY TRST AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | $29K | 0.5% |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | $8K | 0.1% |
| GREATGRAY TRST AMERICAN FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $6K | <0.1% |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | $192 | <0.1% |
| — |
| WALTHAM, MA |
| INVESTMENT ADVISOR |
| $15K |
| — |
