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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $22K | — |
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 STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |
| WEALTHPATH SMART RISK BALANCED 2 ALTA TRUST · EIN 81-2820802 / PN 001 | Common Collective Trust | $0 | — |
| WEALTHPATH SMART RISK CONSERVATIVE |
Common Collective Trust |
| $0 |
| — |
| WEALTHPATH SMART RISK MODERATE 2 ALTA TRUST · EIN 81-2877419 / PN 001 | Common Collective Trust | $0 | — |
| WEALTHPATH SMART RISK AGGRESSIVE 2 ALTA TRUST · EIN 81-2752913 / PN 001 | Common Collective Trust | $0 | — |
| WEALTHPATH SMART RISK GROWTH 2 ALTA TRUST · EIN 81-2787171 / PN 001 | Common Collective Trust | $0 | — |
