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 INS. CO, OF AMERICA | — | GREENWICH VILLAGE, CO | RECORDKEEPER | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONSULTING | — | NEW YORK, NY | INVESTMENT ADVISOR | $21K | — |
| Name | EIN | Location |
|---|
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 |
|---|---|---|---|
| COLUMBIA DIVIDEND VAL (IS PLTM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | $1.3M | 2.8% |
| CORE PLUS BOND/ PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | $888K | 1.9% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| LILLING & COMPANY LLC | — | PORT WASHINGTON, NY | AUDITOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & DOWNY , P.A. | 52-1839270 | — | LEGAL | $10K | — |
| EAGLE MID CAP GRTH FD (IS PLATFORM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 |
Pooled Separate Account |
| $0 |
| <0.1% |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | $0 | <0.1% |
