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 VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $36K | — |
| 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 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $1.6M | 20.6% |
| INDEXSELECT MODERATE 2035 FUND CL I |
| Direct comp |
|---|
| Indirect comp |
|---|
| CLARK SCHAEFER HACKETT & CO. | — | DAYTON, OH | CONTRACT ADMIN | $1K | — |
Common Collective Trust |
| $1.6M |
| 20.1% |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | $1.0M | 12.8% |
| FIXED INCOME ALLOCATION II GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | $950K | 12.1% |
| INDEXSELECT MOD RETIRE FUND CL I GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $811K | 10.3% |
| BLACKROCK MSCI ACWI EX US INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | $488K | 6.2% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $391K | 5.0% |
| LARGE CAP GROWTH FUND / JPMORGAN IN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $230K | 2.9% |
| BLACK ROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | $147K | 1.9% |
| BLACKROCK US TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | $110K | 1.4% |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | $86K | 1.1% |
| INDEXSELECT AGGRESIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | $81K | 1.0% |
| BLACK ROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | $51K | 0.7% |
| INDEXSELECT AGGRESIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | $51K | 0.6% |
| INDEXSELECT AGGR 2055 FUND CL I GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | $20K | 0.3% |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | $19K | 0.2% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $18K | 0.2% |
| INTERNATIONAL EQ. FUND FEE CLASS R1 GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | $10K | 0.1% |
| INDEXSELECT AGGRESSIVE RETIRE CL I GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | $1K | <0.1% |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | $0 | <0.1% |
| BLACK ROCK US DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT AGG 2025 FUND CL I GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | $0 | <0.1% |
| LARGE CAP GROWTH/JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $0 | <0.1% |
