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 | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERGREENS ADVISORS, LLC | — | CHATTANOOGA, TN | INVESTMENT ADVISOR | $64K | — |
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 | |||
|---|---|---|---|
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 43-1309065 / PN 002 | Common Collective Trust | $745K | 3.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS DBA FUTUREPLAN BY | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
