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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $8K | — |
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 RETIRE FUND CL AST WILMINGTON TRUST · EIN 81-4532033 / PN 001 | Common Collective Trust | $2.9M | 31.7% |
| INDEXSELECT MODERATE 2035 FUND CL I AST WILMINGTON TRUST · EIN 81-4484368 / PN 035 | Common Collective Trust | $2.1M | 22.3% |
| INDEXSELECT MODERATE 2045 FUND CL I AST WILMINGTON TRUST · EIN 81-4515825 / PN 045 | Common Collective Trust | $1.1M | 11.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INCDBA FUTUREPLAN | — | SAN DIEGO, CA | CONTRACT ADMIN | $20K | — |
| INDEXSELECT MODERATE 2055 FUND CL I AST WILMINGTON TRUST · EIN 81-4430771 / PN 055 | Common Collective Trust | $583K | 6.3% |
| INDEXSELECT MODERATE 2025 FUND CL I AST WILMINGTON TRUST · EIN 81-4509619 / PN 025 | Common Collective Trust | $0 | <0.1% |
