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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $25K | — |
| Name | EIN | Location | Relation | Direct 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN CENTURY US LARGE CAP GROWT AMERICAN CENTURY INVESTMENTS · EIN 27-0573048 / PN 019 | Common Collective Trust | $1.8M | 4.0% |
| PUTNAM LARGE CAP VALUE TRUST - CLAS PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | $577K | 1.3% |
| Indirect comp |
|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $45K | — |
| ARMANINO LLP | 94-6214841 | — | SERVICE PROVIDER | $8K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EAGLE MID CAP GRW FD CIT FNDR ALTA FUNDS · EIN 83-0524193 / PN 001 |
Common Collective Trust |
| $92K |
| 0.2% |
| CLEARBRIDGE SMALL CAP GROWTH CIT R2 WILMINGTON TRUST FUNDS · EIN 38-4065336 / PN 434 | Common Collective Trust | $41K | <0.1% |
