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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $137K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $5K | — |
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 |
|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $14.2M | 31.1% |
| INDEXSELECT MODERATE 2035 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | $7.3M | 15.9% |
| INDEXSELECT MODERATE 2045 FUND |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | — | PLAINVIEW, NY | CONTRACT ADMIN | $17K | — |
Common Collective Trust |
| $5.4M |
| 11.7% |
| RELIANCE METLIFE SERIES 25053 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | $1.6M | 3.4% |
| INDEXSELECT MODERATE 2055 FUND GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $737K | 1.6% |
| INDEXSELECT AGGRESSIVE 2035 FUND GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | $192K | 0.4% |
| INDEXSELECT CONSERVATIVE RET FUND GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | $167K | 0.4% |
| INDEXSELECT AGGRESSIVE 2055 FUND GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | $49K | 0.1% |
| INDEXSELECT AGGRESSIVE 2045 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | $32K | <0.1% |
