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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $102K | — |
| 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 |
|---|---|---|---|
| BLACKROCK LIFEPATH IDX RETIRE CL 15 GREAT GRAY · EIN 26-3773846 / PN 157 | Common Collective Trust | $9.6M | 5.9% |
| BLACKROCK LIFEPATH IDX 2055 FUND CL GREAT GRAY · EIN 46-3302432 / PN 178 | Common Collective Trust | $9.1M | 5.6% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| WIPFLI LLP | — | WAUSAU, WI | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $102K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $10 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
Common Collective Trust |
| $8.7M |
| 5.4% |
| BLACKROCK LIFEPATH IDX 2045 FUND CL GREAT GRAY · EIN 26-3770058 / PN 150 | Common Collective Trust | $8.6M | 5.3% |
| BLACKROCK LIFEPATH IDX 2050 FUND CL GREAT GRAY · EIN 26-3763061 / PN 149 | Common Collective Trust | $6.2M | 3.8% |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 158 | Common Collective Trust | $5.5M | 3.4% |
| BLACKROCK LIFEPATH IDX 2035 FUND CL GREAT GRAY · EIN 26-3770263 / PN 152 | Common Collective Trust | $3.4M | 2.1% |
| BLACKROCK LIFEPATH IDX 2030 FUND CL GREAT GRAY · EIN 26-3770302 / PN 153 | Common Collective Trust | $3.1M | 1.9% |
| BLACKROCK LIFEPATH IDX 2025 FUND CL GREAT GRAY · EIN 26-3773730 / PN 154 | Common Collective Trust | $0 | <0.1% |
