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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $42K | — |
| 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 |
|---|---|---|---|
| INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | $0 | — |
| MERCERWISE 2065 TARGET DATE C MERCER FUNDS · EIN 81-3428516 / PN 025 | Common Collective Trust | $0 | — |
| MERCERWISE 2040 TARGET DATE C |
| Indirect comp |
|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | OTHER | $35K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Common Collective Trust |
| $0 |
| — |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | $0 | — |
| US SMALL MID/CAP STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 091 | Common Collective Trust | $0 | — |
| MERCERWISE 2030 TARGET DATE C MERCER FUNDS · EIN 81-3292317 / PN 017 | Common Collective Trust | $0 | — |
| MERCERWISE 2020 TARGET DATE C MERCER FUNDS · EIN 81-3269915 / PN 015 | Common Collective Trust | $0 | — |
| MERCERWISE 2070 TARGET DATE C MERCER FUNDS · EIN 81-3546834 / PN 026 | Common Collective Trust | $0 | — |
| MERCERWISE 2050 TARGET DATE C MERCER FUNDS · EIN 81-3355483 / PN 021 | Common Collective Trust | $0 | — |
| MERCERWISE 2025 TARGET DATE C MERCER FUNDS · EIN 81-3277570 / PN 016 | Common Collective Trust | $0 | — |
| MERCERWISE 2035 TARGET DATE C MERCER FUNDS · EIN 81-3306633 / PN 018 | Common Collective Trust | $0 | — |
| MERCERWISE 2055 TARGET DATE C MERCER FUNDS · EIN 81-3367468 / PN 022 | Common Collective Trust | $0 | — |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | $0 | — |
| US BOND INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 071 | Common Collective Trust | $0 | — |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK UNITIZED CIT · EIN 46-3525011 / PN 001 | Common Collective Trust | $0 | — |
| MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | $0 | — |
| MERCERWISE 2060 TARGET DATE C MERCER FUNDS · EIN 81-3408562 / PN 024 | Common Collective Trust | $0 | — |
| MERCERWISE TARGET DATE INCOME MERCER FUNDS · EIN 81-3224417 / PN 013 | Common Collective Trust | $0 | — |
| INTERNATIONAL STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 90-0337987 / PN 282 | Common Collective Trust | $0 | — |
| S&P 500 INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 065 | Common Collective Trust | $0 | — |
