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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | — | TAMPA, FL | INVESTMENT ADVISOR | $63K | — |
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 |
|---|---|---|---|
| SMARTRET. PASSIVE BLEND 2030 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SMARTRET. PASSIVE BLEND 2040 FUND |
Common Collective Trust |
| $0 |
| <0.1% |
| SMARTRET. PASSIVE BLEND 2020 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SMARTRET. PASSIVE BLEND 2050 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SMARTRET. PASSIVE BLEND 2045 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SMARTRET. PASSIVE BLEND 2035 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SMARTRET. PASSIVE BLEND 2025 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SMARTRET. PASSIVE BLEND 2055 FUND JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SMARTRET. PASSIVE BLEND INC. FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SMARTRET. PASSIVE BLEND 2060 FUND JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | $0 | <0.1% |
| LARGE CAP GROWTH FUND JPMORGAN CHASE BANK, N.A. · EIN 06-1050034 / PN 141 | Pooled Separate Account | $0 | <0.1% |
