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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN WEALTH |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | <0.1% |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | $0 | <0.1% |
| FRANKLIN SMALL CAP VALUE GG TRUET C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | $0 | <0.1% |
| PGIM SELECT REAL ESTATE FUND CIT CL GREAT GRAY · EIN 38-7264543 / PN 706 | Common Collective Trust | $0 | <0.1% |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | $0 | <0.1% |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | $0 | <0.1% |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | $0 | <0.1% |
| — |
| OAK BROOK, IL |
| INVESTMENT ADVISOR |
| $13K |
| — |
