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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDCO CONSULTING | — | WINTER PARK, FL | INVESTMENT CONSULTANT | $5K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| CAPITAL GROUP 2040 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $1.7M | 5.0% |
| CAPITAL GROUP 2045 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $926K | 2.7% |
| CAPITAL GROUP 2025 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $878K |
| Indirect comp |
|---|
| BENESYS | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC | 34-1638235 | — | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAULKNER, HOFFMAN, & PHILLIPS, LLC | — | CLEVELAND, OH | ATTORNEY | $6K | — |
| 2.5% |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL GROUP · EIN 06-1050034 / PN 000 | Pooled Separate Account | $835K | 2.4% |
| CAPITAL GROUP 2030 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $831K | 2.4% |
| CAPITAL GROUP 2035 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $729K | 2.1% |
| CAPITAL GROUP 2055 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $704K | 2.0% |
| CAPITAL GROUP 2050 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $699K | 2.0% |
| METWEST CORE PLUS BOND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | $601K | 1.7% |
| CAPITAL GROUP 2020 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $571K | 1.6% |
| CAPITAL GROUP 2060 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $235K | 0.7% |
| CAPITAL GROUP 2010 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $144K | 0.4% |
| CAPITAL GROUP 2065 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $110K | 0.3% |
| CAPITAL GROUP 2015 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $54K | 0.2% |
| CAPITAL GROUP 2070 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $4K | <0.1% |
