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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $248K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 TR AMERICAN FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $5.4M | 19.0% |
| GREAT GRAY TR AMERICAN FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $5.0M | 17.7% |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Common Collective Trust |
| $3.6M |
| 12.7% |
| GREAT GRAY TR AMERICAN FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 564 | Common Collective Trust | $2.4M | 8.6% |
| AT GRAY TR AMERICAN FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | $1.9M | 6.5% |
| GREAT GRAY TR AMERICAN FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | $1.4M | 4.9% |
| GREAT GRAY TR AMERICAN FUNDS 2030 I GREAT GRAY · EIN 31-4126262 / PN 566 | Common Collective Trust | $1.1M | 3.7% |
| GREAT GRAY TR AMERICAN FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $370K | 1.3% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $334K | 1.2% |
| GREAT GRAY TR AMERICAN FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | $111K | 0.4% |
| GREAT GRAY TR AMERICAN FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | $45K | 0.2% |
| GREAT GRAY TR AMERICAN FUNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | $15K | <0.1% |