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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 771 | Common Collective Trust | $1.2M | 27.1% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 774 | Common Collective Trust | $658K | 14.7% |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 772 | Common Collective Trust | $620K | 13.9% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| RYAN & COSCIA PC | — | SALEM, MA | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 773 | Common Collective Trust | $324K | 7.2% |
