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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $35K | — |
| Name | EIN | Location | Relation |
|---|
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 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | $5.5M | 23.0% |
| INDEXSELECT MODERATE RETIRE FUND CL |
| Direct comp |
|---|
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Common Collective Trust |
| $4.3M |
| 18.0% |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $4.1M | 17.0% |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $3.3M | 14.0% |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $996K | 4.2% |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | $657K | 2.7% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | $196K | 0.8% |
| COLUMBIA DIVIDEND VALUE (IS PF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | $60K | 0.2% |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | $48K | 0.2% |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | $15K | <0.1% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | $14K | <0.1% |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | $14K | <0.1% |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | $0 | <0.1% |
| COLUMBIA DIVIDEND VALUE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | $0 | <0.1% |
| LARGE CAP GROWTH / JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $0 | <0.1% |
