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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $28K | — |
| 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 |
|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT T2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | $2.4M | 26.2% |
| T ROWE PRICE RET BLEND SELCT T2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | $2.1M | 22.5% |
| Direct comp |
|---|
| Indirect comp |
|---|
| PEAK RETIREMENT GROUP | — | MADISON, WI | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $135 | — |
Common Collective Trust |
| $995K |
| 10.8% |
| T ROWE PRICE RET BLEND SELCT T2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | $992K | 10.8% |
| T ROWE PRICE RET BLEND SELCT T2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | $727K | 7.9% |
| T ROWE PRICE RET BLEND SELCT T2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | $581K | 6.3% |
| T ROWE PRICE RET BLEND SELCT T2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | $457K | 5.0% |
| T ROWE PRICE RET BLEND SELCT T2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | $385K | 4.2% |
| T ROWE PRICE RET BLEND SELCT T2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | $247K | 2.7% |
| T ROWE PRICE RET BLEND SELCT T2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | $130K | 1.4% |
| T ROWE PRICE RET BLEND SELCT T2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | $58K | 0.6% |
| T ROWE PRICE RET BLEND SELCT T2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | $13K | 0.1% |
