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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | INVESTMENT ADVISOR | $43K | — |
| 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 |
|---|---|---|---|
| BLACKROCK RUSSELL 1000 VALUE R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | $1.9M | 5.7% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 004 | Common Collective Trust | $319K | 1.0% |
| BLACKROCK RUSSELL 2000 VALUE IND R |
| Direct comp |
|---|
| Indirect comp |
|---|
| PENTEGRA SERVICES | — | BLACKLICK, OH | TPA | $10K | — |
Common Collective Trust |
| $205K |
| 0.6% |
| BLACKROCK MIDCAP EQUITY GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | $172K | 0.5% |
