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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDEN CAPITAL MANAGEMENT INC | — | WAYNE, PA | INVESTMENT ADVISOR | $10K | — |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $2.9M | 11.8% |
| LARGE CAP GROWTH/ JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | $2.8M | 11.3% |
| PGIM TOTAL RETURN BOND FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | $2.6M | 10.3% |
| AMERICAN CENTURY MID CAP VAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | $1.8M | 7.3% |
| PUTNAM SMALL CAP GROWTH TRUST CL R GREAT GRAY TRUST · EIN 86-1846156 / PN 677 | Common Collective Trust | $1.7M | 6.7% |
| PGIM SELECT REAL ESTATE FUND CIT CL GREAT GRAY TRUST · EIN 38-7264543 / PN 706 | Common Collective Trust | $52K | 0.2% |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $21K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER PLLC | — | KINGSTON, NH | AUDITOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
