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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW EDGE ADVISORS, LLC | — | PITTSBURGH, PA | INVESTMENT ADVISOR | $11K | — |
| MMLIS | — | SPRINGFIELD, MA | ADVISOR | $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 |
|---|---|---|---|
| LARGE CAP GR III AMERCENTURY EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 435 | Pooled Separate Account | $6.5M | 32.0% |
| INDEXSEL MOD 2035 FUND CL R6 |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWRPC LLC | — | PUYALLUP, WA | CONTRACT ADMIN | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGR | $3K | — |
Common Collective Trust |
| $1.7M |
| 8.5% |
| INDEXSEL MOD 2055 FUND CL R 6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | $1.7M | 8.4% |
| INDEXSEL MOD 2045 FUND CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $1.6M | 7.9% |
| CORE PLUS BOND PGIM FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 299 | Pooled Separate Account | $869K | 4.3% |
| MFS INTL GROWTH EQUITY EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 839 | Pooled Separate Account | $382K | 1.9% |
| INDEXSEL MOD RETIRE FUND CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $288K | 1.4% |
| INDEXSEL MOD 2065 FUND CL R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | $227K | 1.1% |
