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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $291K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $51K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | $30.4M | 8.8% |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $26.2M | 7.6% |
| Direct comp |
|---|
| Indirect comp |
|---|
| FORGE FINANCIAL AND MANAGEMENT CONS | — | WEST DES MOINES, IA | AUDITOR | $15K | — |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 |
Pooled Separate Account |
| $19.5M |
| 5.7% |
| MFS INTERNATIONAL VALUE EQTY (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 799 | Pooled Separate Account | $10.3M | 3.0% |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | $6.2M | 1.8% |
| GSAM US SMALL CAP VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 846 | Pooled Separate Account | $0 | <0.1% |
