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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSULTIVA WEALTH MANAGEMENT | — | SAN JUAN, PR | 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 | |||
|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENT · EIN 26-1208510 / PN 259 | Common Collective Trust | $30K | 100.0% |
| PUTNAM RETIREMENT ADVANTAGE 2030V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2060V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2050V PUTNAM RETIREMENT ADVANTAGE 2030V · EIN 26-0787670 / PN 258 | Common Collective Trust | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTMENT RETIREMENT SOLUTIONS LLC | — | DENVER, CO | OTHER | $226 | — |
| BENEFIT CONSULTING GROUP OF PR INC | — | SAN JUAN, PR | CONTRACT ADM | $0 | — |
