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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX |
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 | |||
|---|---|---|---|
| GREAT GRAY TRUST AMERICAN 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | $563K | 6.5% |
| GREAT GRAY TRUST AMERICAN 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | $542K | 6.2% |
| GREAT GRAY TRUST AMERICAN 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | $270K | 3.1% |
| GREAT GRAY TRUST AMERICAN 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $114K | 1.3% |
| GREAT GRAY TRUST AMERICAN 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $85K | 1.0% |
| GREAT GRAY TRUST AMERICAN 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | $53K | 0.6% |
| GREAT GRAY TRUST AMERICAN 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $24K | 0.3% |
| GREAT GRAY TRUST AMERICAN 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | $13K | 0.2% |
| GREAT GRAY TRUST AMERICAN 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | $13K | 0.1% |
| GREAT GRAY TRUST AMERICAN 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | $999 | <0.1% |
| GREAT GRAY TRUST AMERICAN 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | $210 | <0.1% |
| OTHER |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO., INC. | — | ST. LOUIS, MO | BROKER / ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS, INC. DBA FUTUREP | 82-3719843 | SAN DIEGO, CA | CONTRACT ADMIN | $45K | — |
| ZUMBRO VALLEY HEALTH CENTER | — | ROCHESTER, MN | CONTRACT ADMIN | $42K | — |
