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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $31K | — |
| 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 |
|---|---|---|---|
| T ROWE PR RET BL SEL TR 2030 FEE CL GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | $5.4M | 16.3% |
| T ROWE PR RET BL SEL TR 2020 FEE CL GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | $4.7M | 13.9% |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Common Collective Trust |
| $4.4M |
| 13.3% |
| T ROWE PR RET BL SEL TR 2035 FEE CL GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | $3.4M | 10.2% |
| PUTNAM STABLE VALUE FUND EMPOWER & ANNUITY INSURANCE CO. · EIN 04-3159710 / PN 202 | Common Collective Trust | $2.7M | 8.1% |
| T ROWE PR RET BL SEL TR 2040 FEE CL GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | $2.4M | 7.2% |
| T ROWE PR RET BL SEL TR 2045 FEE CL GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | $1.5M | 4.4% |
| T ROWE PR RET BL SEL TR 2050 FEE CL GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | $1.4M | 4.2% |
| T ROWE PR RET BL SEL TR 2015 FEE CL GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | $565K | 1.7% |
| T ROWE PR RET BL SEL TR 2055 FEE CL GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | $559K | 1.7% |
| T ROWE PR RET BL SEL TR 2010 FEE CL GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | $361K | 1.1% |
| T ROWE PR RET BL SEL TR 2060 FEE CL GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | $143K | 0.4% |
| T ROWE PR RET BL SEL TR 2065 FEE CL GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | $0 | <0.1% |
