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 |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | SANTA BARBARA, CA | INVESTMENT ADVISOR | $24K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUSH RETIREMENT PLAN SERVICES INC | — | LILBURN, GA | CONTRACT ADMIN | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SCHWAB SDB EMPOWER RETIREMENT · EIN 84-0467907 / PN 001 | Pooled Separate Account | $817K | 4.4% |
| FIXED ACCOUNT PLUS VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 001 | Pooled Separate Account | $755K | 4.0% |
| EMPOWER SELECT GUARANTEED FUND EMPOWER RETIREMENT · EIN 84-0467907 / PN 001 | Pooled Separate Account | $737K | 3.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH AND HOWARD PC | — | ATLANTA, GA | AUDITOR | $15K | — |
| LOAN ESCROW FUND VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 001 |
Pooled Separate Account |
| $393 |
| <0.1% |
| SHORT TERM FIXED ACCOUNT VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 001 | Pooled Separate Account | $12 | <0.1% |
