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 |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $9K | — |
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 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 262 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM RETIREMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | $0 | <0.1% |
| ALLIANZGI SMALL CAP CIT 1 RELIANCE TRUST CT OR SVF · EIN 47-7038164 / PN 004 | Common Collective Trust | $0 | <0.1% |
