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 COMP OF A | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY INSURANCE SERVICES I | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
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 |
|---|---|---|---|
| GREAT GRAY TRUST AMERI FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | $1.4M | 17.1% |
| GREAT GRAY TRUST AMERI FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | $1.3M | 15.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES, LLC | — | LOUISVILLE, KY | CONTACT ADMIN | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Common Collective Trust |
| $1.0M |
| 12.5% |
| GREAT GRAY TRUST AMERI FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | $507K | 6.1% |
| GREAT GRAY TRUST AMERI FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | $479K | 5.8% |
| GREAT GRAY TRUST AMERI FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | $354K | 4.3% |
| GREAT GRAY TRUST AMERI FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | $349K | 4.2% |
| GREAT GRAY TRUST AMERI FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | $276K | 3.3% |
| GREAT GRAY TRUST AMERI FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | $178K | 2.1% |
| GREAT GRAY TRUST AMERI FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | $0 | <0.1% |
