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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $60 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST RETIREMENT SERVICES, INC. | — | WOBURN, MA | CONTRACT ADMIN | $2K | — |
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 |
|---|---|---|---|
| RELIANCE METLIFE GAC SERIES 25053 C RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 001 | Common Collective Trust | $1.2M | 7.6% |
| GREAT-WEST TRUST DRIVE BAL FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | $0 | <0.1% |
| GREAT-WEST TRUST DRIVE INCOME FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS ASSOC | — | MCLEAN, VA | OTHER | $20K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | OTHER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| $0 |
| <0.1% |
