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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $2K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $773K | 39.1% |
| GREAT GEAY T. ROWE PRICE RET 2030 GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | $696K | 35.2% |
| GREAT GEAY T. ROWE PRICE RET 2035 |
| Direct comp |
|---|
| Indirect comp |
|---|
| HEARD MCELROY & VESTAL | — | SHREVEPORT, LA | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK WHITNEY | — | GULFPORT, MS | OTHER | $56K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $35 | — |
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
Common Collective Trust |
| $195K |
| 9.8% |
| GREAT GEAY T. ROWE PRICE RET 2025 GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | $104K | 5.3% |
| GREAT GEAY T. ROWE PRICE RET 2055 GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | $80K | 4.0% |
| GREAT GEAY T. ROWE PRICE RET 2045 GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | $80K | 4.0% |
| GREAT GEAY T. ROWE PRICE RET 2020 GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | $34K | 1.7% |
| GREAT GEAY T. ROWE PRICE RET 2060 GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | $14K | 0.7% |
| GREAT GEAY T. ROWE PRICE RET 2040 GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | $2K | <0.1% |
| GREAT GEAY T. ROWE PRICE RET 2015 GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | $2K | <0.1% |
| GREAT GEAY T. ROWE PRICE RET 2050 GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | $0 | <0.1% |
