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, CA | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $50 | — |
| 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 |
|---|---|---|---|
| GW&K SMALL CAP CORE EQUITY CIF GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 002 | Common Collective Trust | $5.5M | 10.0% |
| KAYNE ANDERSON RUDNICK MID CAP CORE SEI INVESTMENTS · EIN 81-2839652 / PN 000 | Common Collective Trust | $2.7M | 4.8% |
| NEUBERGER BERMAN INTL SELECT (GG) T |
| Direct comp |
|---|
| Indirect comp |
|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | CONSULTING | $400 | — |
Common Collective Trust |
| $2.0M |
| 3.7% |
| CONGRESS SMALL CAP GROWTH CIT SEI CT OR SVF · EIN 93-1656441 / PN 003 | Common Collective Trust | $1.7M | 3.1% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $1.7M | 3.0% |
| WELLINGTON CIF II QUALITY VALUE S1 WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 101 | Common Collective Trust | $1.5M | 2.7% |
| GW&K SMALL/MID CAP CORE CIT M GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | $1.2M | 2.1% |
