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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | — | SPRINFIELD, MA | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | $1.9M | 35.6% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | $1.1M | 21.0% |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | $735K | 14.0% |
| Indirect comp |
|---|
| THE RETIREMENT ADVANTAGE INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $2K | — |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | $80K | 1.5% |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | $75K | 1.4% |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4457845 / PN 000 | Common Collective Trust | $43K | 0.8% |
| INDEXSELECT AGGRESSIVE 2045 FUND C GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | $41K | 0.8% |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $39K | 0.7% |
| STATE ST US INFL PROTCT BND IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | $15K | 0.3% |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4374798 / PN 000 | Common Collective Trust | $15K | 0.3% |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | $6K | 0.1% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | $322 | <0.1% |
| BLACKROCK RUSSELL 1000 VALUE INDEX GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | $161 | <0.1% |
| SSGA RUSSELL SC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 000 | Common Collective Trust | $0 | <0.1% |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | $0 | <0.1% |
