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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $71K | — |
| 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 |
|---|---|---|---|
| LARGE CAP VALUE I1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $2.1M | 5.8% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $838K | 2.3% |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Common Collective Trust |
| $450K |
| 1.3% |
| SMALL CAP GROWTH L1 AST WILMINGTON TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | $177K | 0.5% |
| LARGE CAP GROWTH I1 AST WILMINGTON TRUST · EIN 82-4435820 / PN 375 | Common Collective Trust | $0 | <0.1% |
| SMALL CAP VALUE I1 AST WILMINGTON TRUST · EIN 38-4097325 / PN 488 | Common Collective Trust | $0 | <0.1% |
