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 | RECORDKEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $3K | — |
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.
| % of plan | |||
|---|---|---|---|
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | $921K | 94.5% |
| PUTNAM LARGE CAP VALUE TRUST 1 PUTNAM INVESTMENT CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | $54K | 5.5% |
| — |
| AUSTIN, TX |
| BROKER/ ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINONES ARCHILLA | — | GUAYNABO, PR | OTHER | $22K | — |
