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 INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN INVESTMENT PLANNING INC | — | FORT WASHINGTON, PA | BROKER/ADVISE R | $0 | — |
| 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 |
|---|---|---|---|
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | $993K | 8.6% |
| PUTNAM LARGE CAP VALUE TRUST I |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| SAMUEL GOLDSTEIN & CO PC | — | GREAT NECK, NY | AUDITOR | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID R DORFMAN & ASSOCIATES LLC | — | LOCUST VALLEY, NY | COTRACT ADMIN | — | — |
Common Collective Trust |
| $510K |
| 4.4% |
