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 | $161K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $54K | — |
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $11K | — |
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 |
|---|---|---|---|
| RELIANCE TST NY LIFE ANCHOR-SER 1-0 NEW YORK LIFE (NOT INSURANCE FUND) · EIN 46-6350416 / PN 001 | Common Collective Trust | $1.5M | 4.0% |
| LARGE GAP GROWTH FUND III CLASS RI GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | $537K | 1.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $60K | — |
| SMALL CAP GROWTH FUND CLASS RI GREAT GRAY · EIN 38-4097324 / PN 487 |
Common Collective Trust |
| $20K |
| <0.1% |
