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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $33K | — |
| Name | EIN | Location | Relation | Direct 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | $3.2M | 13.4% |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | $2.5M | 10.6% |
| Indirect comp |
|---|
| MML INVESTORS SERVICES LLC | — | SPRINFIELD, MA | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
Common Collective Trust |
| $2.1M |
| 8.9% |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | $2.1M | 8.9% |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | $1.5M | 6.4% |
| STABLE VALUE FUND FEE CLASS I1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | $625K | 2.6% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | $513K | 2.2% |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | $370K | 1.6% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | $34K | 0.1% |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | $16K | <0.1% |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | $11K | <0.1% |
| FLEXPATH INDEX+ MODERATE 2025 I1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ AGGRESSIVE 2055 I1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ MODERATE 2055 I1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ CONSERVATIVE 2045 I GREAT GRAY · EIN 47-3144367 / PN 236 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ AGGRESSIVE 2035 I1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | $0 | <0.1% |
| FLEXPATH INDEX+ CONSERVATIVE 2035 I GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | $0 | <0.1% |
