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 INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 001 | Common Collective Trust | $0 | — |
| FEDERATED HERMES TOTAL RET BD CIF GREAT GRAY · EIN 38-4139852 / PN 001 | Common Collective Trust | $0 | — |
| Direct comp |
|---|
| Indirect comp |
|---|
| DUNBAR, BENDER AND ZAPF, INC. | 25-1650062 | — | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
