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 CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4532033 / PN 000 | Common Collective Trust | $595K | 24.7% |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | $540K | 22.4% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | $310K | 12.8% |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | $256K | 10.6% |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 000 | Common Collective Trust | $38K | 1.6% |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 000 | Common Collective Trust | $0 | <0.1% |
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS, INC. | 20-4548831 | COPLEY, OH | TPA | $17K | — |
