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 | 84-0467907 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310844 | — | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY INSURANCE SERVICES 1 | 51-0116113 | — | BROKER/ADVISER | $0 | — |
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 |
|---|---|---|---|
| GREAT GRAY 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | $515K | 11.3% |
| GREAT GRAY TRUST AMERICAN FUNDS2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | $437K | 9.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AZALEA ADMINISTRATION LLC | 27-0711617 | — | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | — | INVESTMENT MGMT | $1K | — |
Common Collective Trust |
| $433K |
| 9.5% |
| GREAT GRAY TRUST AMERICAN FNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $362K | 7.9% |
| GREAT GRAY TRUST AMERICAN FUNDS2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $343K | 7.5% |
| GREAT GRAY TRUST AMERICAN FNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $338K | 7.4% |
| GREAT GRAY 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | $181K | 4.0% |
| STATE STREET NASDAQ-100 INDEX NL C1 STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | $155K | 3.4% |
| STATE ST US BND INDX C1 XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | $81K | 1.8% |
| STATE ST S&P MIDCAP INDX C1 XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | $57K | 1.3% |
| STATE ST US INFL PROTCT BND SL C1 STATE ST US INFL PROTCT BND IDX C1 · EIN 90-0337987 / PN 000 | Common Collective Trust | $45K | 1.0% |
| GREAT GRAY TRUST AMERICAN FUNDS2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | $34K | 0.7% |
| GREAT GRAY TRUST AMERICAN FUNDS2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | $31K | 0.7% |
| GREAT GRAY TRUST AMERICAN FUNDS2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | $6K | 0.1% |
