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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | BROKER/ADVISO R | $0 | — |
| Name | EIN | Location | Relation |
|---|
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 AMER FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $3.5M | 34.7% |
| GREAT GRAY TRUST AMER FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | $1.0M | 10.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| ACTUARIAL PENSION ANALYSTS, INC. | — | FAYETTEVILLE, NY | CONTRACT ADMIN | $750 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $2K | — |
Common Collective Trust |
| $716K |
| 7.1% |
| GREAT GRAY TRUST AMER FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $715K | 7.1% |
| GREAT GRAY TRUST AMER FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | $525K | 5.2% |
| GREAT GRAY TRUST AMER FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | $492K | 4.9% |
| GREAT GRAY TRUST AMER FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | $262K | 2.6% |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 38-4126259 / PN 264 | Common Collective Trust | $198K | 2.0% |
| GREAT GRAY TRUST AMER FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | $165K | 1.6% |
| GREAT GRAY TRUST AMER FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | $70K | 0.7% |
| GREAT GRAY TRUST AMER FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | $6K | <0.1% |
