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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS, LLC | — | KANSAS CITY, MO | INVESTMENT ADVISOR | $9K | — |
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $6K | — |
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 TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | $584K | 13.3% |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | $580K | 13.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 |
Common Collective Trust |
| $554K |
| 12.6% |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | $356K | 8.1% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $202K | 4.6% |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | $175K | 4.0% |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | $128K | 2.9% |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | $48K | 1.1% |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | $33K | 0.8% |
| PGIM TOTAL RETURN FUND CIT FEE CLAS AST WILMINGTON TRUST · EIN 38-4097323 / PN 471 | Common Collective Trust | $21K | 0.5% |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | $8K | 0.2% |
| PUTNAM RETIREMENT ADV TRST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | $574 | <0.1% |
