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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVS LLC | 82-1364595 | OVERLAND PARK, KS | INVESTMENT ADVISOR | $20K | — |
| Name | EIN | Location |
|---|
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 |
|---|---|---|---|
| FIDUCIARY INVESTMENT TRUST BALANCED COMERICA BANK AND TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | $3.9M | 39.6% |
| FIDUCIARY INVESTMENT TRUST GROWTH D COMERICA BANK AND TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | $1.2M | 12.2% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | — | ST. LOUIS, MO | AUDITOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS INC | — | FORT WAYNE, IN | OTHER | $0 | — |
| FIDUCIARY INVESTMENT TRUST AGGRESSI COMERICA BANK AND TRUST · EIN 47-6646422 / PN 001 |
Common Collective Trust |
| $1.1M |
| 11.6% |
| FIDUCIARY INVEST TRUST MOD CNSRV D COMERICA BANK AND TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | $197K | 2.0% |
| FIDUCIARY INVESTMENT TRUST CNSRV D COMERICA BANK AND TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | $3K | <0.1% |
