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 | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $45K | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP GROWTH FUND II FEE C R1 GREAT GRAY · EIN 38-4126288 / PN 626 | Common Collective Trust | $459K | 2.8% |
| MFS MID CAP GROWTH CIT CLASS 2W GREAT GRAY · EIN 38-4126288 / PN 626 | Common Collective Trust | $112K | 0.7% |
| SMALL CAP GROWTH FUND II FEE C R1 GREAT GRAY · EIN 38-4126288 / PN 626 | Common Collective Trust | $98K | 0.6% |
| Direct comp |
|---|
| Indirect comp |
|---|
| ELLIS BENEFITS GROUP INC | — | CORDOVA, TN | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
