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 CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| EMPOWERADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | IVESTMENT MNGT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||
|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $238K | 6.0% |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $157K | 4.0% |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | $74K | 1.9% |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $57K | 1.4% |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $47K | 1.2% |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | $22K | 0.6% |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | $21K | 0.5% |
| PUTNAM RETIREMENT ADVANTAGE 2060 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | $6K | 0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2065 V PUTNAM INVESTMENTS · EIN 85-3582370 / PN 000 | Common Collective Trust | $4K | <0.1% |
| PUTNAM RETIREMENT ADV TRST MAT V PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $3K | <0.1% |
| ENVESTNET RETIREMENT SOLUTIONS LLC | — | DENVER, CO | INVESTMENT ADVISOR | $2K | — |
| OSAIC FS INC | — | FORT WAYNE, IN | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A & A EMPLOYEE BENEFITS CONSULTING | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
