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 | — | — | RECORDKEEPER | $165K | — |
| EMPOWER ADVISORY GROUP, LLC | — | — | INVESTMENT MGT | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
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 | |||
|---|---|---|---|
| CAPITAL GROUP 2050 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $21.8M | 12.8% |
| CAPITAL GROUP 2055 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $19.8M | 11.7% |
| CAPITAL GROUP 2040 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $17.4M | 10.2% |
| CAPITAL GROUP 2045 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $14.9M | 8.8% |
| CAPITAL GROUP 2035 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $14.3M | 8.4% |
| CAPITAL GROUP 2060 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $10.8M | 6.3% |
| CAPITAL GROUP 2030 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $8.5M | 5.0% |
| CAPITAL GROUP 2025 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $5.7M | 3.4% |
| CAPITAL GROUP 2020 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $2.6M | 1.5% |
| JOHN HANCOCK STABLE VALUE RETURN R6 JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | $1.4M | 0.8% |
| CAPITAL GROUP 2065 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $1.2M | 0.7% |
| CAPITAL GROUP 2015 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $168K | <0.1% |
| CAPITAL GROUP 2010 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $65K | <0.1% |
| CAPITAL GROUP 2070 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| — |
| SAN RAFAEL, CA |
| ADVISORS BROKER DEALER |
| $144K |
| — |
