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 ANNUTY INSURANCE COMPANY OF | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11 | — |
| 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 2025 V PUTNAM INVESTMENT · EIN 26-1384344 / PN 263 | Common Collective Trust | $64K | 25.0% |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENT · EIN 26-0787945 / PN 261 | Common Collective Trust | $60K | 23.5% |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENT · EIN 27-3616920 / PN 275 | Common Collective Trust | $59K | 22.9% |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENT · EIN 26-0788040 / PN 262 | Common Collective Trust | $31K | 12.3% |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENT · EIN 26-1384398 / PN 260 | Common Collective Trust | $31K | 12.2% |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENT · EIN 26-1208510 / PN 259 | Common Collective Trust | $11K | 4.1% |
| — |
| SAN JUAN, PR |
| TRUSTEE |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT CONSULTING GROUP OF PR INC | — | SAN JUAN, PR | CONTRACT ADMIN | $1K | — |
