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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $177K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $45K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $17K | — |
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 |
|---|---|---|---|
| GREAT GRAY TRUST AMERICANFUNDS 2030 GREAT GRAY · EIN 38-4126265 / PN 000 | Common Collective Trust | $1.8M | 8.8% |
| GREAT GRAY TRUST AMERICANFUNDS 2035 GREAT GRAY · EIN 38-4126265 / PN 567 | Common Collective Trust | $1.7M | 8.2% |
| GREAT GRAY TRUST AMERICANFUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENCHMARK RETIREMENT PLAN SERVICES | — | FREDERICKSBURG, VA | CONTRACT ADMIN | $51K | — |
| $1.5M |
| 7.2% |
| GREAT GRAY TRUST AMERICANFUNDS 2040 GREAT GRAY · EIN 38-4126265 / PN 568 | Common Collective Trust | $1.2M | 5.7% |
| GREAT GRAY TRUST AMERICANFUNDS 2025 GREAT GRAY · EIN 38-4126265 / PN 000 | Common Collective Trust | $1.1M | 5.6% |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-4126265 / PN 001 | Common Collective Trust | $868K | 4.2% |
| GREAT GRAY TRUST AMERICANFUNDS 2050 GREAT GRAY · EIN 38-4126265 / PN 570 | Common Collective Trust | $835K | 4.1% |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | $690K | 3.4% |
| GREAT GRAY TRUST AMERICANFUNDS 2055 GREAT GRAY · EIN 38-4126265 / PN 071 | Common Collective Trust | $683K | 3.3% |
| GREAT GRAY TRUST AMERICANFUNDS 2060 GREAT GRAY · EIN 38-4126265 / PN 572 | Common Collective Trust | $629K | 3.1% |
| GREAT GRAY TRUST AMERICANFUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | $508K | 2.5% |
| GREAT GRAY TRUST AMERICANFUNDS 2015 GREAT GRAY · EIN 38-4126265 / PN 000 | Common Collective Trust | $239K | 1.2% |
| GREAT GRAY TRUST AMERICANFUNDS 2065 GREAT GRAY · EIN 38-4126265 / PN 777 | Common Collective Trust | $72K | 0.4% |
| GREAT GRAY TRUST AMERICANFUNDS 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | $42K | 0.2% |
