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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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.
| % of plan | |||
|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2045 FU PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $660K | 8.4% |
| PUTNAM RETIREMENT ADVANTAGE 2050 FU PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $484K | 6.1% |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | $417K | 5.3% |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | $226K | 2.9% |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | $131K | 1.7% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $84K | 1.1% |
| PUTNAM RETIREMENT ADVANTAGE 2035 FU PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $36K | 0.5% |
| PUTNAM RETIREMENT ADVANTAGE 2040 FU PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $28K | 0.4% |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | $25K | 0.3% |
| PUTNAM RETIREMENT ADVANTAGE 2065 FU PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | $21K | 0.3% |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | $14K | 0.2% |
| PUTNAM RETIREMENT ADVANTAGE 2060 FU PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | $9K | 0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2055 FU PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | $8K | 0.1% |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | $4K | <0.1% |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | $1 | <0.1% |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $7K |
| — |
