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 CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY | — | WALTHAM, MA | INVESTMENT ADVISOR | $43K | — |
| 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 |
|---|---|---|---|
| LARGE CAP GR MFS FUND EMPOWER · EIN 06-1050034 / PN 350 | Pooled Separate Account | $1.2M | 9.7% |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.2M | 9.4% |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account |
| Direct comp |
|---|
| Indirect comp |
|---|
| NWRPC LLC | — | PUYALLUP, WA | CONTRACT ADMIN | $0 | — |
| $1.0M |
| 8.2% |
| LARGE CAP GR JP MOR INVST EMPOWER · EIN 06-1050034 / PN 141 | Pooled Separate Account | $713K | 5.7% |
| BLACK ROCK MID-CAP GROWTH EQUITY K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | $644K | 5.1% |
| VANGUARD TOTAL BOND MKT INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $384K | 3.1% |
| CORE PLUS BOND PGIM FUND EMPOWER · EIN 06-1050034 / PN 299 | Pooled Separate Account | $379K | 3.0% |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $254K | 2.0% |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $251K | 2.0% |
| VANGUARD LONG-TERM INVEST-GRADE ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $351 | <0.1% |
