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 | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURNAM & DELLS ADVISORS | 38-3613362 | GRAND RAPIDS, MI | INVESTMENT ADVISOR | $22K | — |
| STRATEGIES WEALTH ADVISORS | — | GRAND RAPIDS, MI | INVESTMENT ADVISOR | $16K | — |
| DS INVESTMENT ADVISORS LL |
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 |
|---|---|---|---|
| LARGE CAP GROWTH FUND CLASS R1 AST WILMINGTON TRUST · EIN 82-4435820 / PN 000 | Common Collective Trust | $0 | — |
| CORE PLUS BOND FUND II FEE CLASS R1 AST WILMINGTON TRUST · EIN 82-4391232 / PN 374 | Common Collective Trust | $0 | — |
| — |
| GRAND RAPIDS, MI |
| INVESTMENT ADVISOR |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KDP RETIREMENT PLAN SERVICES, INC. | 38-3478073 | GRAND RAPIDS, MI | CONTRACT ADMINISTRATOR | $5K | — |
