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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 |
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.
| % of plan | |||
|---|---|---|---|
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | $3.3M | 14.5% |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | $1.8M | 8.1% |
| INDEX SEL AGG 2025 CL R6 GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | $0 | <0.1% |
| INDEX SEL AGG 2035 CL R6 GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | $0 | <0.1% |
| INDEX SEL AGG 2045 CL R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | $0 | <0.1% |
| INDEX SEL AGG 2055 CL R6 GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | $0 | <0.1% |
| INDEX SEL MOD CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $0 | <0.1% |
| INDES SEL MOD 2025 CL R6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | $0 | <0.1% |
| INDES SEL MOD 2035 CL R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | $0 | <0.1% |
| INDEX SEL MOD 2045 CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $0 | <0.1% |
| INDES SEL MOD 2055 CL R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $0 | <0.1% |
| INDEX SEL CONSERV RTM CL GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | $0 | <0.1% |
| INDEX SEL CONSERV 2025 CL R6 GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | $0 | <0.1% |
| INDEX SEL CONSERV 2035 CL R6 GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | $0 | <0.1% |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES INC | — | ATLANTA, GA | INVESTMENT ADVISOR | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $633 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
| BLUE RIDGE ESOP ASSOCIATES | — | CHARLOTTESVILLE, VA | CONTRACT ADMIN | $75 | — |
