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 |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 95-2834236 | — | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 84-1455663 | — | SERVICE PROVIDER | $40K | — |
| FUTURE PLANNING ASSOCIATES INC. |
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 | |||
|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND C GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $2.7M | 26.3% |
| INDEXSELECT MODERATE 2035 FUND CL1 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | $2.4M | 23.2% |
| INDEXSELECT MODERATE 2055 FUND CL1 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $1.8M | 17.3% |
| INDEXSELECT MODERATE 2045 FUND CL1 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $1.2M | 11.2% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | $67K | 0.6% |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | $49K | 0.5% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | $2K | <0.1% |
| INDEXSELECT MODERATE 2055 FUND CL GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $69 | <0.1% |
| 03-0271340 |
| — |
| CONTACT ADMINISTRATOR |
| $3K |
| — |
