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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| STATE ST SANDP 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 078 | Common Collective Trust | $888K | 8.6% |
| STATE ST WORLD DEV EX US IDX SL SF STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 034 | Common Collective Trust | $194K | 1.9% |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $814 | — |
| STATE ST S&P MIDCAP INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 459 | Common Collective Trust | $116K | 1.1% |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 477 | Common Collective Trust | $62K | 0.6% |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 084 | Common Collective Trust | $11K | 0.1% |
