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 | 84-0467907 | — | RECORD KEEPER | $200K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARYFIRST LLC | 20-5582309 | — | INVESTMENT ADVISOR | $105K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $9.7M | 24.9% |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $6.6M | 16.9% |
| FIDELITY TOTAL INTERNATIONAL INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $5.5M | 13.9% |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3.9M | 9.9% |
| CORE BOND FUND CL I1 GREAT GREY TRUST COMPANY, LLC · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3.9M | 9.9% |
| VANGUARD LONG TERM INVESTMENT GRADE VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3.1M | 8.0% |
| LORD ABBETT SHORT DURATION INCOME I LORD ABBETT · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.9M | 5.0% |
| VANGUARD REAL ESTATE INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.2M | 3.0% |
| JANUS HENDERSON TRITON N JANUS HENDERSON · EIN 99-0779283 / PN 000 | Pooled Separate Account | $1.2M | 3.0% |
| BLACKROCK STRATEGIC INCOME OPPS INV BLACKROCK · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.2M | 3.0% |
| VICTORY SYCAMORE SMALL COMPANY OPP VICTORY CAPITAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $780K | 2.0% |
