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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $19K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| MYWAYRETIREMENT INDEX RETIREMENT R GREAT GRAY · EIN 38-4065298 / PN 382 | Common Collective Trust | $858K | 23.5% |
| MYWAYRETIREMENT INDEX 2025 R GREAT GRAY · EIN 38-4065299 / PN 383 | Common Collective Trust | $559K | 15.3% |
| Direct comp |
|---|
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $882 | — |
Common Collective Trust |
| $550K |
| 15.1% |
| MYWAYRETIREMENT INDEX 2035 R GREAT GRAY · EIN 38-4065300 / PN 384 | Common Collective Trust | $414K | 11.3% |
| MYWAYRETIREMENT INDEX 2040 R GREAT GRAY · EIN 38-4065295 / PN 379 | Common Collective Trust | $373K | 10.2% |
| MYWAYRETIREMENT INDEX 2045 R GREAT GRAY · EIN 38-4065301 / PN 385 | Common Collective Trust | $172K | 4.7% |
| MYWAYRETIREMENT INDEX 2055 R GREAT GRAY · EIN 38-4065302 / PN 386 | Common Collective Trust | $85K | 2.3% |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | $52K | 1.4% |
| MYWAYRETIREMENT INDEX 2050 R GREAT GRAY · EIN 38-4065307 / PN 391 | Common Collective Trust | $40K | 1.1% |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | $33K | 0.9% |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | $25K | 0.7% |
| MYWAYRETIREMENT INDEX 2060 R GREAT GRAY · EIN 38-4065297 / PN 381 | Common Collective Trust | $18K | 0.5% |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | $13K | 0.4% |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | $12K | 0.3% |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | $12K | 0.3% |
| MYWAYRETIREMENT MULTI-SECTOR BOND F GREAT GRAY · EIN 38-4139871 / PN 649 | Common Collective Trust | $1 | <0.1% |
