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 | $35K | — |
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 |
|---|---|---|---|
| LARGE CAP VALUE (SUB-ADV BY WELLING EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 184 | Pooled Separate Account | $2K | 18.9% |
| LARGE CAP GROWTH / AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | $2K | 17.0% |
| HIGH GRADE BOND / GSAM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 039 |
Pooled Separate Account |
| $2K |
| 15.6% |
| SMALL CP VAL / SILVERCREST ASSET MN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 126 | Pooled Separate Account | $964 | 8.0% |
| MID CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | $959 | 7.9% |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | $686 | 5.7% |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | $677 | 5.6% |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | $0 | <0.1% |
| BALANCED I (SUB-ADV BY WELLINGTON M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084 | Pooled Separate Account | $0 | <0.1% |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | $0 | <0.1% |
| INVESTMENT GRADE CORPORATE BOND / P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 037 | Pooled Separate Account | $0 | <0.1% |
