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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $22K | — |
| 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 |
|---|---|---|---|
| AB MULTI MR RET TRT 2050 FD W SR FE GREAT GRAY · EIN 38-4116851 / PN 000 | Common Collective Trust | $2.2M | 18.4% |
| AB MULTI MR RET TRT 2045 FD W SR FE GREAT GRAY · EIN 38-4116850 / PN 000 | Common Collective Trust | $1.4M | 11.8% |
| AB MULTI MR RET TRT 2035 FD W SR FE GREAT GRAY · EIN 38-4116848 / PN 000 | Common Collective Trust | $1.3M | 10.5% |
| Direct comp |
|---|
| Indirect comp |
|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $10K | — |
| AB MULTI MR RET TRT 2055 FD W SR FE GREAT GRAY · EIN 38-4116852 / PN 000 | Common Collective Trust | $1.2M | 9.9% |
| AB MULTI MR RET TRT 2030 FD W SR FE GREAT GRAY · EIN 38-4116847 / PN 000 | Common Collective Trust | $937K | 7.8% |
| AB MULTI MR RET TRT 2040 FD W SR FE GREAT GRAY · EIN 38-4116849 / PN 000 | Common Collective Trust | $928K | 7.7% |
| AB MULTI MR RET TRT 2020 FD W SR FE GREAT GRAY · EIN 38-4116845 / PN 000 | Common Collective Trust | $587K | 4.9% |
| AB MULTI MR RET TRT 2060 FD W SR FE GREAT GRAY · EIN 38-4116853 / PN 000 | Common Collective Trust | $499K | 4.1% |
| AB MULTI MR RET TRT 2025 FD W SR FE GREAT GRAY · EIN 38-4116846 / PN 000 | Common Collective Trust | $376K | 3.1% |
| AB MULTI MR RET TRT 2015 FD W SR FE GREAT GRAY · EIN 38-4116844 / PN 000 | Common Collective Trust | $13K | 0.1% |
| AB MULTI MR RET ALOC TRT FD W SR FE GREAT GRAY · EIN 38-4116842 / PN 000 | Common Collective Trust | $13K | 0.1% |
