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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | INVESTMENT ADVISOR | $4K | — |
| 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 |
|---|---|---|---|
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | $4.0M | 18.5% |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | $2.6M | 12.0% |
| Direct comp |
|---|
| Indirect comp |
|---|
| ROBERT W BAIRD & CO INCORPORATED | — | MILWAUKEE, WI | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 |
Common Collective Trust |
| $2.5M |
| 11.7% |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | $2.1M | 9.8% |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | $1.7M | 7.7% |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | $1.5M | 7.1% |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | $1.5M | 6.8% |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | $1.3M | 6.3% |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | $370K | 1.7% |
| PUTNAM RETIREMENT ADV TRST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | $94K | 0.4% |
