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 | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REYNOLDS CONSULTING SERVICES LLC | — | HICKSVILLE, NY | INVESTMENT ADVISOR | $3K | — |
| 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 |
|---|---|---|---|
| RETIREMENT GOAL 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 345 | Pooled Separate Account | $14.4M | 13.2% |
| RETIREMENT GOAL 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 346 | Pooled Separate Account | $11.1M | 10.2% |
| Direct comp |
|---|
| Indirect comp |
|---|
| MORGAN STANLEY & CO INC | — | JERSEY CITY, NJ | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY INSURANCE SERVICES I | — | NEW YOUK, NY | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SACKLOW & ACOX CPAS LLC | — | SPRINGFILED, NJ | AUDITOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $640 | — |
| RETIREMENT GOAL 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 450 |
Pooled Separate Account |
| $6.3M |
| 5.7% |
| RETIREMENT GOAL 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 344 | Pooled Separate Account | $5.3M | 4.9% |
| RETIREMENT GOAL INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 342 | Pooled Separate Account | $2.5M | 2.3% |
