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, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | FINANCIAL ADVISOR | $36K | — |
| Name | EIN | Location | Relation | Direct 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 |
|---|---|---|---|
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $306K | 1.0% |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | $0 | <0.1% |
| Indirect comp |
|---|
| GILLIAM BELL MOSER LLP | — | BURLINGTON, NC | CONTRACT ADMINISTRATOR | $775 | — |
