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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $19K | — |
| Name | EIN | Location | Relation |
|---|
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 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | $2.8M | 32.3% |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | $1.8M | 20.9% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | $1.1M | 13.3% |
| Direct comp |
|---|
| Indirect comp |
|---|
| RICHEY MAY & CO LLP | — | ENGLEWOOD, CO | AUDITOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 000 | Common Collective Trust | $968K | 11.3% |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4532033 / PN 000 | Common Collective Trust | $588K | 6.8% |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 000 | Common Collective Trust | $170K | 2.0% |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4543855 / PN 000 | Common Collective Trust | $92K | 1.1% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | $38K | 0.4% |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4418048 / PN 000 | Common Collective Trust | $30K | 0.3% |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4457845 / PN 000 | Common Collective Trust | $10K | 0.1% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | $2K | <0.1% |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4374798 / PN 000 | Common Collective Trust | $2K | <0.1% |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4403657 / PN 000 | Common Collective Trust | $89 | <0.1% |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4470950 / PN 000 | Common Collective Trust | $87 | <0.1% |
