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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $40K | — |
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 | |||
|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2030 T GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | $3.1M | 18.5% |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | $1.6M | 9.5% |
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | $1.3M | 7.8% |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | $1.2M | 7.2% |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | $971K | 5.8% |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | $768K | 4.6% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $591K | 3.6% |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | $371K | 2.2% |
| GREAT GRAY T. ROWE PRICE RET 2045 T GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | $364K | 2.2% |
| GREAT GRAY T. ROWE PRICE RET 2010 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | $340K | 2.0% |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | $272K | 1.6% |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | $154K | 0.9% |
| STATE STREET REIT INDEX NL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 229 | Common Collective Trust | $107K | 0.6% |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | $96K | 0.6% |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | $81K | 0.5% |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | $68K | 0.4% |
| GREAT GRAY T. ROWE PRICE RET 2005 T GREAT GRAY · EIN 38-7289829 / PN 001 | Common Collective Trust | $42K | 0.3% |
| GREAT GRAY T. ROWE PRICE RET 2015 T GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | $24K | 0.1% |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | $0 | <0.1% |
| SSGA U.S. BOND INDEX FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 178 | Common Collective Trust | $0 | <0.1% |
| S&P 500 INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | $0 | <0.1% |
| SSGA S&P MIDCAP INDEX FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | $0 | <0.1% |
| SSGA RUSSELL SMALL CAP INDEX FD CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | TPA | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUGGAN, JOINER AND COMPANY, CPAS | 59-1349759 | — | CPA AUDITOR | $16K | — |
