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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $5K | — |
| 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 |
|---|---|---|---|
| INTELLICENTS MODERATELY AGGRESSIVE ALTA TRUST · EIN 86-3914399 / PN 001 | Common Collective Trust | $1.5M | 21.2% |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | $633K | 9.1% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| UNITED BENEFITS GROUP | — | KANSAS CITY, MO | CONTRACT ADMIN | $7K | — |
Common Collective Trust |
| $527K |
| 7.6% |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | $447K | 6.4% |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 157 | Common Collective Trust | $414K | 5.9% |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 153 | Common Collective Trust | $363K | 5.2% |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 152 | Common Collective Trust | $318K | 4.6% |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 178 | Common Collective Trust | $289K | 4.2% |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 149 | Common Collective Trust | $222K | 3.2% |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 151 | Common Collective Trust | $221K | 3.2% |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 158 | Common Collective Trust | $190K | 2.7% |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | $162K | 2.3% |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | $124K | 1.8% |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | $58K | 0.8% |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | $39K | 0.6% |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 000 | Common Collective Trust | $36K | 0.5% |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | $8K | 0.1% |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | $4K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 154 | Common Collective Trust | $0 | <0.1% |
