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 | $156K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $110K | — |
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 |
|---|---|---|---|
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | $1.9M | 4.7% |
| LG CAP GRW II (MGD BY ALLIANCEBERNS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | $1.9M | 4.7% |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 |
Pooled Separate Account |
| $1.4M |
| 3.4% |
| CORE BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 150 | Pooled Separate Account | $1.2M | 3.1% |
| SA/JANUS BALANCED STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 180 | Pooled Separate Account | $313K | 0.8% |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | $53K | 0.1% |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | $284 | <0.1% |
