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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENDLETON FINANCIAL LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 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% |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
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% |
