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 OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | — | MINNEAPOLIS, MN | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location |
|---|
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 |
|---|---|---|---|
| LARGE CAP GROWTH III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | $3.2M | 14.8% |
| COLUMBIA DIVIDENT VALUE (IS PLATFOR |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| THE BENEFIT ADVANTAGE | — | AUBURN HILLS, MI | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Pooled Separate Account |
| $2.4M |
| 10.9% |
| INDEXSELECT MODERATE 2055 FUND CLR6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $2.2M | 10.3% |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | $1.4M | 6.4% |
| INVESCO STABLE VALUE TRUST V INVESCO · EIN 84-0042974 / PN 001 | Common Collective Trust | $1.4M | 6.3% |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $580K | 2.7% |
| INDEXSELECT MODERATE 2035 FUND CLR6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | $471K | 2.2% |
| MFS INTNL GROWTH EQUITY (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | $371K | 1.7% |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | $188K | 0.9% |
| INDEXSELECT MODERATE 2045 FUND CLR6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $164K | 0.8% |
| INDEXSELECT MODERATE 2065 FUND CLR6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | $157K | 0.7% |
