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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $351K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $170K | — |
| 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 |
|---|---|---|---|
| T ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | $17.7M | 14.0% |
| T ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | $17.5M | 14.0% |
| Direct comp |
|---|
| Indirect comp |
|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $7K | — |
| T ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 |
Common Collective Trust |
| $15.5M |
| 12.3% |
| T ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | $11.5M | 9.1% |
| T ROWE PRICE RETIREMENT 2045 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | $10.2M | 8.1% |
| T ROWE PRICE RETIREMENT 2020 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | $8.6M | 6.9% |
| T ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | $6.9M | 5.4% |
| T ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | $4.1M | 3.3% |
| T ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | $3.3M | 2.6% |
| MFS GROWTH EQUITY FUND CL S GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | $3.3M | 2.6% |
| T ROWE PRICE RETIREMENT 2015 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | $1.6M | 1.2% |
| T ROWE PRICE RETIREMENT 2065 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | $698K | 0.6% |
| T ROWE PRICE RETIREMENT 2005 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | $299K | 0.2% |
| T ROWE PRICE RETIREMENT 2010 TR H T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | $290K | 0.2% |
| GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 025 | Common Collective Trust | $234K | 0.2% |
| T. ROWE PRICE RETIREMENT 2060 TR-D T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | $137 | <0.1% |
| T. ROWE PRICE RETIREMENT 2050 TR-D T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | $75 | <0.1% |
| T. ROWE PRICE RETIREMENT 2035 TR-D T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | $58 | <0.1% |
| T. ROWE PRICE RETIREMENT 2055 TR-D T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | $38 | <0.1% |
| T. ROWE PRICE RETIREMENT 2045 TR-D T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2005 TR-D T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2010 TR-D T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2025 TR-D T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2015 TR-D T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2040 TR-D T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2030 TR-D T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2020 TR-D T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | $0 | <0.1% |
