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 | RECORD KEEPING | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $14K | — |
| 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 |
|---|---|---|---|
| INDEX SELECT MODERATE RETIRE FUND GREAT GRAY · EIN 81-4532033 / PN 002 | Common Collective Trust | $1.1M | 23.8% |
| INDEX SELECT MODERATE 2045 FUND GREAT GRAY · EIN 81-4515825 / PN 002 | Common Collective Trust | $852K | 17.7% |
| INDEX SELECT MODERATE 2035 FUND GREAT GRAY · EIN 81-4484368 / PN 002 | Common Collective Trust | $815K | 16.9% |
| Indirect comp |
|---|
| THE ACTUARIAL CONSULTING GROUP | — | MIDLOTHIAM, VT | TPA | $26K | — |
| INDEX SELECT MODERATE 2055 FUND GREAT GRAY · EIN 81-4430771 / PN 002 | Common Collective Trust | $674K | 14.0% |
| BLACKROCK EQUITY INDEX GREAT GRAY · EIN 20-3802168 / PN 002 | Common Collective Trust | $350K | 7.3% |
| INDEX SELECT MODERATE 2065 FUND GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | $83K | 1.7% |
| INDEX SELECT AGGRESSIVE 2045 FUND GREAT GRAY · EIN 81-4393238 / PN 002 | Common Collective Trust | $50K | 1.0% |
| LARGE CAP VALUE GREAT GRAY · EIN 38-4065329 / PN 002 | Common Collective Trust | $28K | 0.6% |
| LARGE CAP GROWTH FUND GREAT GRAY · EIN 38-7275327 / PN 002 | Common Collective Trust | $17K | 0.4% |
| INDEX SELECT AGGRESSIVE 2035 FUND GREAT GRAY · EIN 81-4543855 / PN 002 | Common Collective Trust | $11K | 0.2% |
| INDEX SELECT AGGRESSIVE 2055 FUND GREAT GRAY · EIN 81-4499160 / PN 002 | Common Collective Trust | $11K | 0.2% |
| INDEX SELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4418048 / PN 002 | Common Collective Trust | $10K | 0.2% |
| INTERNATIONAL EQUITY FUND GREAT GRAY · EIN 38-4139853 / PN 002 | Common Collective Trust | $8K | 0.2% |
| INDEX SELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4457845 / PN 002 | Common Collective Trust | $8K | 0.2% |
| BLACK ROCK EAFE EQUITY INDEX GREAT GRAY · EIN 20-3802495 / PN 002 | Common Collective Trust | $3K | <0.1% |
| INDEX SELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4403657 / PN 002 | Common Collective Trust | $2K | <0.1% |
| SMALL CAP VALUE FUND GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | $2K | <0.1% |
| INDEX SELECT CONSERVATIVE 2065 FUND GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | $1K | <0.1% |
| SMALL CAP GROWTH FUND GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | $428 | <0.1% |
| INDEX SELECT AGGRESSIVE 2065 FUND GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | $93 | <0.1% |
