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 | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DS INVESTMENT ADVISORS LLC | — | GRAND RAPIDS, MI | INVESTMENT ADVISOR | $6K | — |
| RAYMOND JAMES FINANCIAL SERVICES | — | ST PETERSBURG, FL | BROKER/ADVISOR | $0 | — |
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 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | $1.2M | 8.9% |
| CORE PLUS BOND FUND II FEE CLASS R1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | $841K | 6.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE W.L. BURMEISTER COMPANY | 38-2928964 | — | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOLINKA VANNOORD & CO PLLP | — | GRAND RAPIDS, MI | AUDITOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGT | $3K | — |
