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 | $14K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| 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 STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $200K | 63.1% |
| JANUS HENDERSON ENTERPRISE CF CL II GREAT GRAY · EIN 38-7289853 / PN 001 | Common Collective Trust | $70K | 22.2% |
| FEDERATED HERMES TOTAL RET BD CIF C GREAT GRAY · EIN 85-3992542 / PN 652 | Common Collective Trust | $47K | 14.7% |
| ORGEL WEALTH MANAGEMENT, LLC |
| — |
| ALTOONA, WI |
| INVESTMENT ADVISOR |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHORE TOMPKINS ACTUARIAL RESOURCES | 20-1694816 | — | CONTRACT ADMIN | $4K | — |
