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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL SECURITIES | — | FORT WAYNE, IN | BROKER/ADVISER | $0 | — |
| LPL FINANCIAL LLC | — |
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 GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $1.4M | 9.0% |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $1.3M | 8.1% |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | $1.1M | 6.8% |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | $1.0M | 6.6% |
| LARGE CAP VALUE I(MNGED BY JP MORG) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | $817K | 5.2% |
| AMERICAN CENTURY MID CAP VAL(IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | $704K | 4.5% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | $594K | 3.8% |
| T. ROWE US MID CAP GRW EQTY(IS PLT) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | $539K | 3.4% |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | $442K | 2.8% |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4374798 / PN 000 | Common Collective Trust | $396K | 2.5% |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4418048 / PN 000 | Common Collective Trust | $151K | 1.0% |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | $144K | 0.9% |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | $65K | 0.4% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | $33K | 0.2% |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $569 | <0.1% |
| SAN DIEGO, CA |
| BROKER/ADVISER |
| $0 |
| — |
