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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $164K | — |
| MARINER WEALTH ADVISORS LLC | 20-4553256 | — | ADVISOR | $91K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | ADVISOR | $26K | — |
| BRAND ASSET MANAGEMENT GROUP I | 43-1601121 | — | ADVISOR | $19K | — |
| ENVESTMENT ASSET MANAGEMENT, INC. | 36-4319587 | — | ADVISOR | $15K | — |
| CLAYTON FINANCIAL GROUP LLC |
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 |
|---|---|---|---|
| AMERICAN CENTURY RETIREMENT DATE GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $124.5M | 24.0% |
| LARGE CAP GROWTH / JP MORGAN INVST |
| 47-3829020 |
| — |
| ADVISOR |
| $14K |
| — |
| ACROPOLIS INVESTMENT MGMT LLC | 32-0016216 | — | ADVISOR | $10K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | ADVISOR | $9K | — |
| HOWARD CAPITAL MANAGEMENT INC | 76-0661984 | — | ADVISOR | $8K | — |
| ZEMENICK & WALKER INC | 43-1456681 | — | ADVISOR | $8K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING INC | 43-1270780 | — | ACCOUNTING | $23K | — |
Pooled Separate Account |
| $50.8M |
| 9.8% |
| JPMCB U.S. ACTIVE CORE EQUITY CF JP MORGAN LEGAL · EIN 43-6105610 / PN 535 | Common Collective Trust | $19.7M | 3.8% |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $16.5M | 3.2% |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | $12.3M | 2.4% |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | $11.6M | 2.2% |
| T. ROWE PRICE INTERNATIONAL CORE EQ T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6200430 / PN 001 | Common Collective Trust | $11.4M | 2.2% |
