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 INS CO OF NY | — | GREENWOOD VILLIAGE, CO | RECORDKEEPER | $46K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| 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.
| % of plan | |||
|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | $2.6M | 15.8% |
| GREAT GRAY TRUST AMERICAN FUNDS2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | $2.3M | 14.0% |
| GREAT GRAY TRUST AMERICAN FUNDS2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | $2.0M | 12.5% |
| GREAT GRAY TRUST AMERICAN FUNDS2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $1.2M | 7.0% |
| GREAT GRAY TRUST AMERICAN FUNDS2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | $258K | 1.6% |
| GREAT GRAY TRUST AMERICAN FUNDS2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | $222K | 1.4% |
| GREAT GRAY TRUST AMERICAN FUNDS2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $97K | 0.6% |
| GREAT GRAY TRUST AMERICAN FUNDS2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | $35K | 0.2% |
| GREAT GRAY TRUST AMERICAN FUNDS2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $28K | 0.2% |
| GREAT GRAY TRUST AMERICAN FUNDS2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | $21K | 0.1% |
| GREAT GRAY TRUST AMERICAN FUNDS2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | $6K | <0.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA INC | — | FORT WAYNE, IN | BROKER/ADVISO R | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL CONSULTING SERVICES INC | — | AMHERST, NY | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $3K | — |
