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 CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | BROKERAGE SERVICE | $39K | — |
| 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 |
|---|---|---|---|
| BLEND SELCT TRST 2030 1 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | $1.1M | 4.7% |
| BLEND SELCT TRST 2035 1 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | $1.1M | 4.5% |
| BLEND SELCT TRST 2040 1 |
| Direct comp |
|---|
| Indirect comp |
|---|
| UNIGLOBAL PENSION PLANNING, INC. | — | FAIRFAX, VA | CONTRACT ADMIN | $525 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD, CO | INVESTMENT MGMT | $30K | — |
Common Collective Trust |
| $777K |
| 3.3% |
| BLEND SELCT TRST 2045 1 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | $757K | 3.2% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $559K | 2.3% |
| BLEND SELCT TRST 2025 1 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | $503K | 2.1% |
| BLEND SELCT TRST 2055 1 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | $126K | 0.5% |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | $111K | 0.5% |
| BLEND SELCT TRST 2050 1 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | $103K | 0.4% |
| BLEND SELCT TRST 2060 1 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | $96K | 0.4% |
| BLEND SELCT TRST 2065 1 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | $38K | 0.2% |
| BLEND SELCT TRST 2020 1 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | $593 | <0.1% |
