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 | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO |
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 RET ADV TRST 2040 I PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $1.2M | 7.4% |
| PUTNAM RET ADV TRST 2045 I PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $1.1M | 6.3% |
| PUTNAM RET ADV TRST 2035 I PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $918K | 5.4% |
| PUTNAM RET ADV TRST 2050 I PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $726K | 4.3% |
| PUTNAM RET ADV TRST 2055 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | $534K | 3.2% |
| PUTNAM RET ADV TRST 2060 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | $193K | 1.1% |
| PUTNAM RET ADV TRST 2030 I PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | $4K | <0.1% |
| — |
| MILWAUKEE, WI |
| INVESTMENT ADVISOR |
| $35K |
| — |
