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 | 84-0467907 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLACHER BENEFITS SERVICES INC DBA | 26-0516431 | — | INVESTMENT ADVISOR | $33K | — |
| 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 |
|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.2M | 8.4% |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $385K | 2.6% |
| VANGUARD TOTAL INTL STOCK INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $217K | 1.5% |
| Direct comp |
|---|
| Indirect comp |
|---|
| FOLEY BENEFITS GROUP | 31-1634880 | — | CONTACT ADMIN | $0 | — |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 |
Pooled Separate Account |
| $156K |
| 1.1% |
