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 A.I.C.A | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSULTIVA WEALTH MANAGEMENT CORP | — | SAN JUAN, PR | INVESTMENT ADVISOR | $2K | — |
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 ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | $41K | 47.8% |
| PUTNAM RETIREMENT ADVANTAGE TRST PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $32K | 37.2% |
Common Collective Trust |
| $8K |
| 9.0% |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $2K | 2.4% |
| PUTNAM RETIREMENT ADV TRST 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $2K | 2.4% |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $761 | 0.9% |
| PUTNAM RETIREMENT ADVANTAGE 2060 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | $263 | 0.3% |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | $0 | <0.1% |
