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 | $331K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD SLIP REGISTERED INVESTMENT ADVI | — | NEW YORK, NY | INVESTMENT ADVISOR | $65K | — |
| 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 |
|---|---|---|---|
| T ROWE PRICE RET BLEND SEL TR 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | $16.6M | 10.8% |
| T ROWE PRICE RET BLEND SEL TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | $15.6M | 10.1% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| BRIGHTWORXX LLC | — | ST. JAMES, NY | CONTRACT ADMIN | $144K | — |
Common Collective Trust |
| $15.2M |
| 9.9% |
| T ROWE PRICE RET BLEND SEL TR 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | $14.6M | 9.5% |
| T ROWE PRICE RET BLEND SEL TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | $12.0M | 7.8% |
| T ROWE PRICE RET BLEND SEL TR 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | $11.9M | 7.8% |
| T ROWE PRICE RET BLEND SEL TR 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | $5.5M | 3.6% |
| T ROWE PRICE RET BLEND SEL TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | $5.3M | 3.4% |
| GG CIT III FOR METLIFE GAC 25554 CL GREAT GRAY · EIN 26-0142858 / PN 094 | Common Collective Trust | $3.3M | 2.1% |
| T ROWE PRICE RET BLEND SEL TR 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | $2.3M | 1.5% |
| T ROWE PRICE RET BLEND SEL TR 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | $1.1M | 0.7% |
| T ROWE PRICE RET BLEND SEL TR 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | $481K | 0.3% |
| T ROWE PRICE RET BLEND SEL TR 2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | $374K | 0.2% |
| T ROWE PRICE RET BLEND SEL TR 2005 GREAT GRAY · EIN 38-7264569 / PN 733 | Common Collective Trust | $4K | <0.1% |
| WT CIT III FOR METLIFE GAC 25554 J WILMINGTON METLIFE STABLE VALUE · EIN 13-4075851 / PN 002 | Common Collective Trust | $0 | <0.1% |
