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 |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | — | PHILADELPHIA PA, PA | INVESTMENT ADVISOR | $6K | — |
| Name | EIN | Location |
|---|
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 |
|---|---|---|---|
| GUARANTEED PORTFOLIO FUND GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-0467907 / PN 003 | Pooled Separate Account | $0 | — |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| LBMC PC | — | BRENTWOOD, TN | AUDITOR | $29K | — |
| ACCESS RETIREMENT SERVICES LLC | — | HENDERSONVILLE, TN | AUDITOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | — | NEW YORK, NY | INVESTMENT MGMT | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
