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 | $9K | — |
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $3K | — |
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 AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | $1.1M | 49.3% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | $392K | 17.7% |
Common Collective Trust |
| $316K |
| 14.2% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | $51K | 2.3% |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | $29K | 1.3% |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | $4K | 0.2% |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | $0 | <0.1% |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $0 | <0.1% |
