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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERP NATIONAL LLC DBA ERP RETIREMENT | — | MELVILLE, NY | TPA | $2K | — |
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 |
|---|---|---|---|
| PRINCIPAL BLUE CHIP EQUITY FUND CL GREAT GRAY · EIN 38-7275324 / PN 001 | Common Collective Trust | $309K | 2.9% |
| CORE PLUS BOND/PGIM FUND |
Pooled Separate Account |
| $85K |
| 0.8% |
