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 & INS. CO OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD, CA | INVESTMENT ADVISOR | $203 | — |
| Name | EIN | Location |
|---|
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 |
|---|---|---|---|
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| PUTNAM LARGE CAP VALUE CIT PUTNAM INVESTMENTS · EIN 82-3639536 / PN 275 | Common Collective Trust |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| CARLSON QUINN & ASSOCIATES | — | EMERYVILLE, CA | THIRD PARTY ADMINISTRATO | $17K | — |
| $0 |
| — |
| DELAWARE IVY MIDCAP GROWTH CIT SEI INVESTMENTS · EIN 45-3036428 / PN 004 | Common Collective Trust | $0 | — |
