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 | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MGMT LLC | — | VANCOUVER, WA | ADVISOR | $54K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FISHER INVESTMENTS WORLD EQTY 3 SEI TRUST CO · EIN 47-1327741 / PN 000 | Common Collective Trust | $413K | 5.0% |
| FISHER INVESTMENTS US FIXED INC SEI TRUST CO · EIN 47-1327741 / PN 000 | Common Collective Trust | $165K | 2.0% |
| Indirect comp |
|---|
| THE RETIREMENT ADVANTAGE | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $11K | — |
