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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | — | MINNEAPOLIS, MN | BROKER/ADVISOR | $0 | — |
| 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 2055 FUND CL I AST WILMINGTON TRUST · EIN 81-4430771 / PN 000 | Common Collective Trust | $1.0M | 27.1% |
| INDEXSELECT MODERATE 2045 FUND CL I AST WILMINGTON TRUST · EIN 81-4515825 / PN 000 | Common Collective Trust | $519K | 13.7% |
| INDEXSELECT MODERATE 2035 FUND CL I AST WILMINGTON TRUST · EIN 81-4484368 / PN 000 | Common Collective Trust | $290K |
| Direct comp |
|---|
| Indirect comp |
|---|
| INDEPENDENT RETIREMENT CONSULTING | — | PORTLAND, OR | 3RD PARTY ADMINISTRATOR | $8K | — |
| 7.7% |
| BLACKROCK MID CAP EQUITY INDEX FUND AST WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | $36K | 0.9% |
| INDEXSELECT CONSERVATIVE RET FUND C AST WILMINGTON TRUST · EIN 81-4470950 / PN 000 | Common Collective Trust | $23K | 0.6% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL AST WILMINGTON TRUST · EIN 81-4499160 / PN 000 | Common Collective Trust | $3K | <0.1% |
| INDEXSELECT AGGRESSIVE 2035 FUND CL AST WILMINGTON TRUST · EIN 81-4543855 / PN 000 | Common Collective Trust | $3K | <0.1% |
| INDEXSELECT AGGRESSIVE 2025 FUND CL AST WILMINGTON TRUST · EIN 81-4386547 / PN 000 | Common Collective Trust | $754 | <0.1% |
| INDEXSELECT AGGRESSIVE RETIRE FUND AST WILMINGTON TRUST · EIN 81-4403657 / PN 453 | Common Collective Trust | $611 | <0.1% |
| INDEXSELECT MODERATE 2025 FUND CL I AST WILMINGTON TRUST · EIN 81-4509619 / PN 000 | Common Collective Trust | $467 | <0.1% |
| MY RETIREMENT PATH INDEX AGGR 2035 AST WILMINGTON TRUST · EIN 38-4097300 / PN 000 | Common Collective Trust | $0 | <0.1% |
| MY RETIREMENT PATH INDEX AGGR 2055 AST WILMINGTON TRUST · EIN 38-4097302 / PN 450 | Common Collective Trust | $0 | <0.1% |
| MY RETIREMENT PATH INDEX MODERATE 2 AST WILMINGTON TRUST · EIN 38-4097306 / PN 454 | Common Collective Trust | $0 | <0.1% |
| MY RETIREMENT PATH INDEX MODERATE 2 AST WILMINGTON TRUST · EIN 38-4097307 / PN 455 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL AST WILMINGTON TRUST · EIN 81-4393238 / PN 000 | Common Collective Trust | $0 | <0.1% |
| MY RETIREMENT PATH INDEX AGGR 2045 AST WILMINGTON TRUST · EIN 38-4097301 / PN 449 | Common Collective Trust | $0 | <0.1% |
| MY RETIREMENT PATH INDEX MODERATE 2 AST WILMINGTON TRUST · EIN 38-4097305 / PN 453 | Common Collective Trust | $0 | <0.1% |
