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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD ADVISORS INC | — | NORCROSS, GA | INVESTMENT ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY TRUST · EIN 81-4470950 / PN 308 | Common Collective Trust | $1.6M | 17.6% |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY TRUST · EIN 81-4457845 / PN 307 | Common Collective Trust | $1.3M | 13.9% |
| Indirect comp |
|---|
| FIDELITY INVESTORS | 31-4156830 | — | NONE | $36K | — |
| WATKINS ROSS | 38-1477362 | — | NONE | $23K | — |
| ADVISED ASSETS GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25 | — |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST · EIN 81-4430771 / PN 305 |
Common Collective Trust |
| $1.2M |
| 13.1% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST · EIN 81-4484368 / PN 309 | Common Collective Trust | $356K | 3.9% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY TRUST · EIN 81-4418048 / PN 304 | Common Collective Trust | $82K | 0.9% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY TRUST · EIN 81-4403657 / PN 303 | Common Collective Trust | $46K | 0.5% |
| MID CAP VALUE FUND II CL R1 GREAT GRAY TRUST · EIN 38-7312964 / PN 001 | Common Collective Trust | $26K | 0.3% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $17K | 0.2% |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY TRUST · EIN 81-4393238 / PN 302 | Common Collective Trust | $12K | 0.1% |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY TRUST · EIN 38-4126250 / PN 001 | Common Collective Trust | $11K | 0.1% |
| SMALL CAP GROWTH FUND III CLASS R1 GREAT GRAY TRUST · EIN 38-7304119 / PN 001 | Common Collective Trust | $7K | <0.1% |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY TRUST · EIN 38-7275306 / PN 775 | Common Collective Trust | $6K | <0.1% |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY TRUST · EIN 38-7275305 / PN 774 | Common Collective Trust | $2K | <0.1% |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY TRUST · EIN 81-4543855 / PN 314 | Common Collective Trust | $102 | <0.1% |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY TRUST · EIN 81-4447624 / PN 306 | Common Collective Trust | $0 | <0.1% |
