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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $15K | — |
| 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 I GREAT GRAY TRUST · EIN 81-4457845 / PN 307 | Common Collective Trust | $12.8M | 27.4% |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY TRUST · EIN 81-4470950 / PN 308 | Common Collective Trust | $10.8M | 23.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| RETIREMENT SOLUTIONS SPECIALISTS | — | JACKSONVILLE, FL | CONTRACT ADMIN | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INGHAM & COMPANY | 65-0170152 | — | NA | $97K | — |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST · EIN 81-4430771 / PN 305 |
Common Collective Trust |
| $7.9M |
| 16.9% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST · EIN 81-4484368 / PN 309 | Common Collective Trust | $5.7M | 12.1% |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY TRUST · EIN 38-7275306 / PN 775 | Common Collective Trust | $1.2M | 2.5% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY TRUST · EIN 81-4418048 / PN 304 | Common Collective Trust | $733K | 1.6% |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY TRUST · EIN 81-4393238 / PN 302 | Common Collective Trust | $671K | 1.4% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY TRUST · EIN 81-4403657 / PN 303 | Common Collective Trust | $299K | 0.6% |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY TRUST · EIN 38-7275305 / PN 774 | Common Collective Trust | $278K | 0.6% |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 04-6407893 / PN 000 | Common Collective Trust | $57K | 0.1% |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY TRUST · EIN 81-4515825 / PN 312 | Common Collective Trust | $13K | <0.1% |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY TRUST · EIN 81-4532033 / PN 313 | Common Collective Trust | $11K | <0.1% |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY TRUST · EIN 81-4543855 / PN 314 | Common Collective Trust | $196 | <0.1% |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY TRUST · EIN 81-4447624 / PN 306 | Common Collective Trust | $0 | <0.1% |
