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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC WEALTH ADVISORS DBA PACIFIC | — | SEATTLE, WA | INVESTMENT ADVISOR | $72K | — |
| THE RETIREMENT ADVISOR UNIVERSITY I | — | JUPITER, FL | INVESTMENT ADVISOR | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | $21.8M | 25.8% |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | $5.3M | 6.2% |
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Common Collective Trust | $2.7M | 3.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 |
Common Collective Trust |
| $1.9M |
| 2.3% |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | $1.8M | 2.1% |
