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 INS CO | 84-0467907 | — | RECORDKEEPER | $5K | — |
| EMPOWER ANNUITY INS CO OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $664 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY | 13-2808480 | — | INVESTMENT ADVISOR | $10K | — |
| MERRILL LYNCH PIERCE FENNER SMITH |
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 |
|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE CO. · EIN 06-0974148 / PN 000 | Pooled Separate Account | $3.8M | 97.0% |
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST PARTY ADMINISTRATOR, LLC | — | ATLANTA, GA | TPA | $1K | — |
