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 LIFE & ANNUITY INS CO OF NY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | — | NEW YORK, NC | BROKER/ADVISOR | $0 | — |
| 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 |
|---|---|---|---|
| PUTNAM RETIRE ADVANTAGE TRST 2035 I PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $873K | 8.8% |
| PUTNAM RETIRE ADVANTAGE TRST 2045 I PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $381K | 3.9% |
| Direct comp |
|---|
| Indirect comp |
|---|
| TEAL, BECKER & CHIARAMONTE, CPAS PC | — | ALBANY, NC | CONTRACT ADMIN/TPA | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| PUTNAM RETIRE ADVANTAGE TRST 2040 I PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 |
Common Collective Trust |
| $365K |
| 3.7% |
| PUTNAM RETIRE ADVANTAGE TRST 2050 I PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $296K | 3.0% |
| PUTNAM RETIRE ADVANTAGE TRST 2030 I PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | $257K | 2.6% |
| PUTNAM RETIRE ADVANTAGE TRST 2055 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | $198K | 2.0% |
| PUTNAM RETIRE ADVANTAGE TRST 2060 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | $181K | 1.8% |
| PUTNAM RETIRE ADVANTAGE TRST MAT I PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $90K | 0.9% |
| PUTNAM RETIRE ADVANTAGE TRST 2025 I PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | $89K | 0.9% |
