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 OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $41K | — |
| Name | EIN | Location |
|---|
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 VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $173K | 1.0% |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | $133K | 0.7% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| PEAK RETIREMENT GROUP | — | MADISON, WI | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Common Collective Trust |
| $0 |
| <0.1% |
