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 ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $83K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
| 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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $2.2M | 6.0% |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 001 | Common Collective Trust | $762K | 2.1% |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | $153K | 0.4% |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | $76K | 0.2% |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | $64K | 0.2% |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | $56K | 0.2% |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | $20K | <0.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFEAL, CA | INVESTMENT ADVISOR | $21K | — |
| WELLTH ADVISORY SERVICES | — | JOLIET, IL | INVESTMENT ADVISOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP, LLC | — | WEST DES MOINES, IA | CONTRACT ADMIN | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSON ALLEN LLP | 41-0746749 | — | AUDITOR | $26K | — |
