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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS LLC | — | DENVER, CO | INVESTMENT ADVISOR | $2K | — |
| NORTHWESTERN MUTUAL INVESTMENT SVCS |
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 | |||
|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $2.4M | 20.9% |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | $1.2M | 10.2% |
| SA/T. ROWE PRICEEQUITY INCOME STRA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 265 | Pooled Separate Account | $1.2M | 9.9% |
| SA/INVESCO GLOBAL STRATEGY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 308 | Pooled Separate Account | $999K | 8.6% |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | $918K | 7.9% |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | $674K | 5.8% |
| SMALL CP VAL/SILVERCREST ASSET MN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 126 | Pooled Separate Account | $445K | 3.8% |
| SMALL CAP GROWTH II (MGD BY WELLING EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 319 | Pooled Separate Account | $442K | 3.8% |
| MID CAP GROWTH/WESTFIELD CAPITAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 560 | Pooled Separate Account | $381K | 3.3% |
| CORE BOND FUND (MANAGD BY GOLDMAN S EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 039 | Pooled Separate Account | $368K | 3.2% |
| BALANCED I (SUB-ADV BY WELLINGTON M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084 | Pooled Separate Account | $179K | 1.5% |
| DAY ONE INCOMEFLEX TARGET BALANCES EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | $30K | 0.3% |
| — |
| MILWAUKEE, WI |
| BROKER/ADVISOR |
| $0 |
| — |
