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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL SECURITIES | — | FORT WAYNE, IN | BROKER/ADVISER | $0 | — |
| 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 |
|---|---|---|---|
| PUTNAM RETIREMENT ADV. 2035 FUND XA PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADV. 2045 FUND XA PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $0 | — |
| LORD ABBETT SM CAP GROWTH TRUST II |
| Indirect comp |
|---|
| NBT BANK NA DBA THIRD PARTY ADMINIS | — | BEDFORD, NH | CONTRACT ADMIN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENLAND, CO | INVESTMENT MGT | $4K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $2K | — |
Common Collective Trust |
| $0 |
| — |
| PUTNAM RETIREMENT ADV. 2060 FUND XA PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | $0 | — |
| PUTNAM LG CAP GROWTH CLASS R AST WILMINGTON TRUST · EIN 86-1876640 / PN 000 | Common Collective Trust | $0 | — |
| LARGE CAP VALUE FUND CLASS R1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
| PUTNAM RET ADV MATURITY FUND XA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $0 | — |
| MID CAP GROWTH FUND FEE CLASS R1 AST WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | — |
| INTERNATIONAL GROWTH FUND C1R AST WILMINGTON TRUST · EIN 26-3783561 / PN 000 | Common Collective Trust | $0 | — |
| PUTNAM RET ADV 2050 FUND XA PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $0 | — |
| PUTNAM RET ADV 2025 FUND XA PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | $0 | — |
| FIRST EAGLE SM CAP OPPORTUNITY CIT BENEFIT PLANS ADMIN SRV COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | $0 | — |
| PGIM CORE CONS BOND FUND CIT FEE C1 AST WILMINGTON TRUST · EIN 38-7271359 / PN 753 | Common Collective Trust | $0 | — |
| PUTNAM RET ADV 2055 FUND XA PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | $0 | — |
| MID CAP VALUE FEE CLASS R1 AST WILMINGTON TURST · EIN 38-4139852 / PN 630 | Common Collective Trust | $0 | — |
