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 |
|---|---|---|---|---|---|
| CENTAURUS FINANCIAL INC. | — | ANAHEIM, CA | BROKER/ADVISO R | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $13K | — |
| DUNCAN ACCOUNTING & TAX SERVICES | 61-1959547 | IRWIN, PA | NONE | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ALLSPRING SHORT DURATION GOV'T BD I EMPOWER ANNUITY INSUARNCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| ALLSPRING STRATEGIC MUNICIPAL BD AD EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS CAPITAL INC BLDR R6 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW ECONOMY R5 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW PERSPECTIVE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW WORLD FUND R5 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| BARON REAL ESTATE RETAIL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| BNY MELLON SMALL/MID CAP GROWTH II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| BROWN ADVISORY TOTAL RETURN INSTL EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA DIVIDEND INCOME A EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| DELAWARE IVY BALANCED Y EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| DFA US TARGETED VALUE I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| DFA US TARGETED VALUE I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| EATON VANCE FLOATING-RATE ADVANTAGE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| EMPOWER LIFETIME 2015 FUND SVC EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| EMPOWER LIFETIME 2025 FUND SVC EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
| EMPOWER LIFETIME 2035 FUND SVC EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | $0 | — |
