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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSULTIVA WEALTH MANAGEMENT | — | SAN JUAN, PR | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation |
|---|
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 2045 V PUTNAM INVESTMENT · EIN 26-1208510 / PN 259 | Common Collective Trust | $17K | 100.0% |
| PUTNAM RETIREMENT ADVANTAGE 2030V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | $0 | <0.1% |
| PUTNAM RETIREMENT ADVANTAGE 2060V |
| Direct comp |
|---|
| Indirect comp |
|---|
| EMPOWER RETIREMENT SOLUTIONS LLC | — | DENVER, CO | OTHER | $186 | — |
| BENEFIT CONSULTING GROUP OF PR INC | — | SAN JUAN, PR | CONTRACT ADM | — | — |
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% |
