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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $28K | — |
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 |
|---|---|---|---|
| GREAT GRAY TRUST AMER FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | $1.3M | 9.9% |
| GREAT GRAY TRUST AMER FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | $1.1M | 8.9% |
Common Collective Trust |
| $925K |
| 7.2% |
| GREAT GRAY TRUST AMER FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $613K | 4.8% |
| GREAT GRAY TRUST AMER FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | $388K | 3.0% |
| GREAT GRAY TRUST AMER FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $347K | 2.7% |
| GREAT GRAY TRUST AMER FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | $299K | 2.3% |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | $236K | 1.8% |
| GREAT GRAY TRUST AMER FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $132K | 1.0% |
| GREAT GRAY TRUST AMER FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | $47K | 0.4% |
| GREAT GRAY TRUST AMER FUNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | $3K | <0.1% |
