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 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENDLETON FINANCIAL 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.
| % of plan | |||
|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | $2.2M | 12.4% |
| T ROWE PRICE RET BLEND SELCT 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | $1.6M | 8.9% |
| T ROWE PRICE RET BLEND SELCT 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | $1.5M | 8.5% |
| T ROWE PRICE RET BLEND SELCT 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | $1.4M | 7.9% |
| T ROWE PRICE RET BLEND SELCT 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | $920K | 5.2% |
| T ROWE PRICE RET BLEND SELCT 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | $653K | 3.7% |
| T ROWE PRICE RET BLEND SELCT 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | $273K | 1.6% |
| T ROWE PRICE RET BLEND SELCT 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | $194K | 1.1% |
| T ROWE PRICE RET BLEND SELCT 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | $22K | 0.1% |
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $42K |
| — |