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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | — | CHICAGO, IL | FINANCIAL ADVISOR | $7K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | FINANCIAL ADVISOR | $6K | — |
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 |
|---|---|---|---|
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | $186K | 3.6% |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | $926 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GILLIAM BELL MOSER LLP | — | BURLINGTON, NC | THIRD PARTY ADMINISTRATOR | $1K | — |
