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 | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADISER | $0 | — |
| 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 |
|---|---|---|---|
| FRANKLIN TOTAL ADVANTAGE 2035 R6 GREAT GRAY · EIN 82-3297133 / PN 354 | Common Collective Trust | $1.0M | 5.0% |
| FRANKLIN TOTAL ADVANTAGE 2030 R6 GREAT GRAY · EIN 82-3285163 / PN 353 | Common Collective Trust | $747K | 3.6% |
| Indirect comp |
|---|
| MICHAEL ROSEN & COMPANY | — | JENKINTOWN, PA | AUDITOR | $14K | — |
Common Collective Trust |
| $601K |
| 2.9% |
| FRANKLIN TOTAL ADVANTAGE 2040 R6 GREAT GRAY · EIN 82-3309063 / PN 355 | Common Collective Trust | $477K | 2.3% |
| FRANKLIN TOTAL ADVANTAGE 2045 R6 GREAT GRAY · EIN 82-3327181 / PN 356 | Common Collective Trust | $396K | 1.9% |
| FRANKLIN TOTAL ADVANTAGE 2055 R6 GREAT GRAY · EIN 82-3397205 / PN 358 | Common Collective Trust | $378K | 1.8% |
| FRANKLIN TOTAL ADVANTAGE RETIREMENT GREAT GRAY · EIN 82-3225947 / PN 350 | Common Collective Trust | $240K | 1.2% |
| FRANKLIN TOTAL ADVANTAGE 2020 R6 GREAT GRAY · EIN 82-3236968 / PN 351 | Common Collective Trust | $230K | 1.1% |
| FRANKLIN TOTAL ADVANTAGE 2050 R6 GREAT GRAY · EIN 82-3383993 / PN 357 | Common Collective Trust | $111K | 0.5% |
| FRANKLIN TOTAL ADVANTAGE 2060 R6 GREAT GRAY · EIN 82-3410489 / PN 359 | Common Collective Trust | $91K | 0.4% |
