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 CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $3K | — |
| 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 |
|---|---|---|---|
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | $8K | 0.9% |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | $8K | 0.8% |
| SMALL CAP VALUE FUND II FEE CLASS R |
| Direct comp |
|---|
| Indirect comp |
|---|
| PEAK RETIREMENT GROUP | — | MADISON, WI | CONTRACT ADMIN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUFEK & COMPANY LLC | — | BROOKFIELD, WI | AUDITOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADIVSORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $484 | — |
Common Collective Trust |
| $727 |
| <0.1% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 426 | Common Collective Trust | $0 | <0.1% |
