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 |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | DALLAS, TX | INVESTMENT ADVISOR | $30K | — |
| ADVISED ASSETS GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUIS PENSION, LLC |
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.
| % of plan | |||
|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | $1.3M | 13.0% |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | $1.3M | 13.0% |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $1.1M | 10.9% |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $629K | 6.3% |
| PUTNAM RETIRNT ADV MATURITY 2060 V PUTNAM INVESTMENTS · EIN 26-0788428 / PN 273 | Common Collective Trust | $407K | 4.1% |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $223K | 2.2% |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788179 / PN 262 | Common Collective Trust | $161K | 1.6% |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $151K | 1.5% |
| — |
| WEST MILFORD, NJ |
| TPA |
| $0 |
| — |
