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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANTAGE FINANCIAL GROUP, INC | — | CLEVELAND, OH | INVESTMENT ADVISOR | $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 |
|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I AST WILMINGTON TRUST · EIN 81-4515825 / PN 000 | Common Collective Trust | $290K | 48.6% |
| INDEXSELECT MODERATE 2055 FUND CL I AST WILMINGTON TRUST · EIN 81-4430771 / PN 000 | Common Collective Trust | $64K | 10.7% |
| BLACKROCK RUSSELL 1000 INDEX 1 BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 38-4065314 / PN 000 | Common Collective Trust | $31K |
| Direct comp |
|---|
| Indirect comp |
|---|
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
| 5.1% |
| BLACKROCK EQUITY INDEX 1 AST WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | $31K | 5.1% |
| INDEXSELECT AGGRESSIVE 2025 FUND CL AST WILMINGTON TRUST · EIN 81-4386547 / PN 000 | Common Collective Trust | $28K | 4.7% |
| INDEXSELECT MODERATE RETIRE FUND CL AST WILMINGTON TRUST · EIN 81-4532033 / PN 000 | Common Collective Trust | $23K | 3.9% |
| INDEXSELECT CONSERVATIVE RET FUND C AST WILMINGTON TRUST · EIN 81-4470950 / PN 000 | Common Collective Trust | $23K | 3.9% |
| FIXED INCOME ALLOCATION I1 AST WILMINGTON TRUST · EIN 38-4126269 / PN 000 | Common Collective Trust | $22K | 3.6% |
| INDEXSELECT CONSERVATIVE 2025 FUND AST WILMINGTON TRUST · EIN 81-4447624 / PN 000 | Common Collective Trust | $18K | 3.1% |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R AST WILMINGTON TRUST · EIN 81-1950980 / PN 013 | Common Collective Trust | $17K | 2.8% |
| MID CAP GROWTH FUND FEE CLASS R1 AST WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $9K | 1.5% |
| SMALL CAP VALUE FUND II FEE CLASS R AST WILMINGTON TRUST · EIN 38-4126250 / PN 000 | Common Collective Trust | $7K | 1.1% |
| BLACKROCK DEVELOPED REAL ESTATE 1 BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 20-3802223 / PN 000 | Common Collective Trust | $6K | 1.0% |
| SMALL CAP GROWTH FUND II FEE CLASS AST WILMINGTON TRUST · EIN 38-4126288 / PN 000 | Common Collective Trust | $6K | 1.0% |
| MID CAP VALUE FEE CLASS R1 AST WILMINGTON TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | $6K | 1.0% |
| BLACKROCK U.S. TIPS INDEX 1 BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 38-4116835 / PN 000 | Common Collective Trust | $4K | 0.7% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL AST WILMINGTON TRUST · EIN 81-4499160 / PN 000 | Common Collective Trust | $3K | 0.5% |
| BLACKROCK RUSSELL 2000 INDEX FUND R AST WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | $3K | 0.5% |
| INDEXSELECT MODERATE 2035 FUND CL I AST WILMINGTON TRUST · EIN 81-4484368 / PN 000 | Common Collective Trust | $3K | 0.4% |
| BLACKROCK EAFE EQUITY INDEX 1 AST WILMINGTON TRUST · EIN 20-3802495 / PN 000 | Common Collective Trust | $2K | 0.3% |
| LARGE CAP VALUE FUND CLASS R1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $1K | 0.2% |
