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 |
|---|---|---|---|---|---|
| MUTUAL ADVISORS LLC | — | CAMARILLO, CA | INVESTMENT ADVISOR | $52K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN TX, TX | INVESTMENT ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | CONTRACT ADMIN | $4K | — |
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 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADV 2045 FUND XA PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADV 2030 FUND XA |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
Common Collective Trust |
| $0 |
| — |
| PUTNAM RETIREMENT ADVA 2060 FUND XA PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADV 2065 FUND XA PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | $0 | — |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | $0 | — |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | $0 | — |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $0 | — |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADV 2050 FUND XA PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADV 2040 FUND XA PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADV 2025 FUND XA PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | $0 | — |
| FRANKLIN SMALL CAP VALUE GG TRUST GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | $0 | — |
| PUTNAM RETIREMENT ADV 2055 FUND XA PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | $0 | — |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
