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 | $156K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSET GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $23K | — |
| 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 |
|---|---|---|---|
| MORLEY STABLE VALUE FUND PRINCIPAL TRUST COLLECTIVE TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | <0.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| LEE CPA AUDIT GROUP | 81-4637885 | — | ACCOUNTANT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | NONE | $20 | — |
