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 |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC | 02-0580939 | — | SERVICE PROVIDER | $0 | — |
| QUALIFIED PENSION SERVICES | — | LAKEWOOD, CO | OTHER SERVICES | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND COMPN VOYA RETIREMENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $11.5M | 98.6% |