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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL INC DBA ASS | — | LAKE MARY, FL | INVESTMENT ADVISOR | $14K | — |
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $12K | — |
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 |
|---|---|---|---|
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | $1.3M | 7.8% |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | $771K | 4.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $23K | — |
Common Collective Trust |
| $365K |
| 2.3% |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | $194K | 1.2% |
| PUTNAM SMALL CAP GROWTH CL RI GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | $99K | 0.6% |
| FLEXPATH INDEX MODERATE 2065 RI GREAT GRAY · EIN 38-7271379 / PN 760 | Common Collective Trust | $65K | 0.4% |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY · EIN 47-2238264 / PN 210 | Common Collective Trust | $20K | 0.1% |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | $13K | <0.1% |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY · EIN 47-2575758 / PN 224 | Common Collective Trust | $9K | <0.1% |
| FLEXPATH INDEX CONSERVATIVE 2045 RI GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | $8K | <0.1% |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | $5K | <0.1% |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2275031 / PN 213 | Common Collective Trust | $0 | <0.1% |
