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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP | — | MAITLAND, FL | INVESTMENT ADVISOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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 |
|---|---|---|---|
| PUTNAM STABLE VALUE FUNDS PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $1.6M | 12.2% |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 001 | Common Collective Trust | $454K | 3.6% |
| GREAT GRAY EUROPACIFIC GROWTH TRUST |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Common Collective Trust |
| $286K |
| 2.2% |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | $245K | 1.9% |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $65K | 0.5% |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | $62K | 0.5% |
| SMALL CAP GROWTH L1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | $47K | 0.4% |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | <0.1% |
