Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $890 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED RETIREMENT PLAN SERVICES | — | RALEIGH, NC | CONTRACT ADMIN | $650 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FUTURE FUND SERIES ACCOUNT II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $11.1M | 97.9% | |
| Empower Trust Company, LLC Empower Lifetime 2035 Fund Svc - Pooled Separate Account | Other securities | — | — | $2.4M | 20.9% | |
| Empower Trust Company, LLC Empower S&P 500 Index Fund Inv - Pooled Separate Account | Other securities | — | — | $2.4M | 20.8% | |
| Empower Trust Company, LLC T. Rowe Price Blue Chip Growth Adv - Pooled Separate Account | Other securities | — | — | $1.1M | 9.5% | |
| Empower Trust Company, LLC Empower S&P SmCap 400 Index Fund Inv - Pooled Separate Account | Other securities | — | — | $900K | 7.9% | |
| Empower Trust Company, LLC Empower Lifetime 2045 Fund Svc - Pooled Separate Account | Other securities | — | — | $857K | 7.6% | |
| Empower Trust Company, LLC Empower Lifetime 2055 Fund Svc - Pooled Separate Account | Other securities | — | — | $642K | 5.7% | |
| Empower Trust Company, LLC Empower Lifetime 2025 Fund Svc - Pooled Separate Account | Other securities | — | — | $525K | 4.6% | |
| Empower Trust Company, LLC Empower International Index Fund Inv - Pooled Separate Account | Other securities | — | — | $463K | 4.1% | |
| Empower Trust Company, LLC Empower S&P SmCap 600 Index Fund Inv - Pooled Separate Account | Other securities | — | — | $404K | 3.6% | |
| Empower Trust Company, LLC American Funds New Perspective - R3 - Pooled Separate Account | Other securities | — | — | $391K | 3.4% | |
| Empower Trust Company, LLC BlackRock Equity Dividend Inv A - Pooled Separate Account | Other securities | — | — | $235K | 2.1% | |
| Empower Trust Company, LLC Empower Bond Index Fund Inv - Pooled Separate Account | Other securities | — | — | $234K | 2.1% | |
| Empower Trust Company, LLC Fidelity Advisor Leveraged Co StK M - Pooled Separate Account | Common Stock | — | — | $203K | 1.8% | |
| Empower Trust Company, LLC Key Guaranteed Portfolio Fund - Group Annuity Contract | Common Stock | — | — | $161K | 1.4% | |
| similar party par or maturity date * Empower Trust Company, LLC Empower Lifetime 2015 Fund Svc - Pooled Separate Account | Other securities | — | — | $135K | 1.2% | |
| Empower Trust Company, LLC BlackRock Global Allocation Inv A - Pooled Separate Account | Other securities | — | — | $101K | 0.9% | |
| Empower Trust Company, LLC PIMCO Total Return Admin - Pooled Separate Account | Other securities | — | — | $45K | 0.4% | |
| Empower Trust Company, LLC Victory Sycamore Established Value A - Pooled Separate Account | Other securities | — | — | $42K | 0.4% | |
| Empower Trust Company, LLC Lord Abbett High Yield R4 - Pooled Separate Account | Other securities | — | — | $30K | 0.3% | |
| Participant Loans Rates ranging from 4.25% to 9.5% with various maturity dates through 2025 0 | Bonds / Notes | — | — | $28K | 0.2% | |
| Empower Trust Company, LLC Undiscovered Mgrs Behavioral Value A - Pooled Separate Account | Other securities | — | — | $20K | 0.2% | |
| Empower Trust Company, LLC PIMCO Real Return Admin - Pooled Separate Account | Other securities | — | — | $18K | 0.2% | |
| Empower Trust Company, LLC Empower International Value Inv - Pooled Separate Account | Other securities | — | — | $17K | 0.2% | |
| Empower Trust Company, LLC Invesco Gold & Special Minerals A - Pooled Separate Account | Other securities | — | — | $11K | <0.1% | |
| Empower Trust Company, LLC BlackRock All-Cap Engy & Res Investor A - Pooled Separate Account | Other securities | — | — | $8K | <0.1% | |
| Empower Trust Company, LLC Oakmark Equity & Income Services - Pooled Separate Account | Other securities | — | — | $3K | <0.1% | |
| Empower Trust Company, LLC T. Rowe Price Intl Value Equity Adv - Pooled Separate Account | Other securities | — | — | $3K | <0.1% | |
| Empower Trust Company, LLC American Funds Capital World Bond R3 - Pooled Separate Account | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
