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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLP | — | DALLAS, TX | INVESTMENT ADVISOR | $16K | — |
| 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 |
|---|---|---|---|
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | $2.2M | 18.3% |
| RESOURCES DIVERSIFIED FIXED INCOME ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | $1.5M | 12.8% |
| Direct comp |
|---|
| Indirect comp |
|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $19K | — |
Common Collective Trust |
| $690K |
| 5.9% |
| PUTUNAM STABLE VALUE FUND PUTUNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $570K | 4.8% |
| PRINCIPAL MIDCAP S&P 400 INDEX Z PRINCIAL COLLECTIVE TRUST FUNDS · EIN 42-0127290 / PN 028 | Common Collective Trust | $81K | 0.7% |
| PRINCIPAL SMALLCAP S&P 600 INDEX SA PRINCIAL COLLECTIVE TRUST FUNDS · EIN 42-0127290 / PN 028 | Common Collective Trust | $34K | 0.3% |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T ROWE PRICE COLECTIVE TRUSTS · EIN 80-0470272 / PN 004 | Common Collective Trust | $0 | <0.1% |
