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 CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGT. | $236 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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.
| % of plan | |||
|---|---|---|---|
| INDEX SELECT MODERATE 2045 FUND I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $772K | 35.6% |
| INDEX SELECT MODERATE 2055 FUND I GREAT GRAY · EIN 81-4470950 / PN 309 | Common Collective Trust | $430K | 19.8% |
| INDEX SELECT MODERATE 2035 FUND I GREAT GRAY · EIN 81-4470950 / PN 307 | Common Collective Trust | $385K | 17.7% |
| LARGE CAP GROWTH MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | $45K | 2.1% |
| AMERICAN CENTURY MID CAP VAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | $19K | 0.9% |
| INDEX SELECT AGGRESSIVE 2045 FUND I GREAT GRAY · EIN 81-4470950 / PN 303 | Common Collective Trust | $7K | 0.3% |
| INDEX SELECT AGGRESSIVE 2035 FUND I GREAT GRAY · EIN 81-4470950 / PN 302 | Common Collective Trust | $356 | <0.1% |
| INDEX SELECT MODERATE RETIRE FUND I GREAT GRAY · EIN 81-4470950 / PN 305 | Common Collective Trust | $355 | <0.1% |
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| OTHER |
| $868 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBIN S WEINGAST & ASSOCIATES, INC. | — | GARDEN CITY, NY | CONTRACT ADMIN | $15K | — |
