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 | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LL | — | CLAYTON, MO | INVESTMENT ADVISOR | $35K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| SCHWAB INDEXED RET. TR FD 2045 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 018 | Common Collective Trust | $7.0M | 20.2% |
| SCHWAB INDEXED RET. TR FD 2040 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 017 | Common Collective Trust | $4.3M | 12.5% |
| Direct comp |
|---|
| Indirect comp |
|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $400 | — |
| SCHWAB INDEXED RET. TR FD 2055 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 021 |
Common Collective Trust |
| $4.1M |
| 11.8% |
| SCHWAB INDEXED RET. TR FD 2050 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 019 | Common Collective Trust | $3.9M | 11.3% |
| SCHWAB INDEXED RET. TR FD 2035 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 016 | Common Collective Trust | $2.5M | 7.3% |
| SCHWAB INDEXED RET. TR FD 2025 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 014 | Common Collective Trust | $2.1M | 6.0% |
| S&P 500 INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 085 | Common Collective Trust | $1.7M | 4.9% |
| SCHWAB INDEXED RET. TR FD 2060 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 022 | Common Collective Trust | $1.7M | 4.8% |
| SCHWAB INDEXED RET. TR FD 2030 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 015 | Common Collective Trust | $707K | 2.0% |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $480K | 1.4% |
| SCHWAB INDEXED RET. TR FD 2015 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 012 | Common Collective Trust | $231K | 0.7% |
| SCHWAB INDEXED RET. TR FD 2020 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 013 | Common Collective Trust | $227K | 0.7% |
| SCHWAB INDEXED RET. TR FD 2010 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 011 | Common Collective Trust | $83K | 0.2% |
