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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYMPHONY FINANCIAL SERVICES INC | — | AKRON, OH | INVESTMENT ADVISOR | $12K | — |
| 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 |
|---|---|---|---|
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | $398K | 8.9% |
| Direct comp |
|---|
| Indirect comp |
|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | OTHER | $3K | — |