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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD HYBRID SOLUTIONS LLC | — | NORCROSS, GA | INVESTMENT ADVISOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| MY RETIREMENT PATH MODERATE 2035 R AST WILMINGTON TRUST · EIN 38-4116822 / PN 496 | Common Collective Trust | $832K | 21.6% |
| MY RETIREMENT PATH MODERATE 2045 R AST WILMINGTON TRUST · EIN 38-4116823 / PN 497 | Common Collective Trust | $726K | 18.9% |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $949 | — |
| MY RETIREMENT PATH MODERATE 2025 R AST WILMINGTON TRUST · EIN 38-4097347 / PN 495 |
Common Collective Trust |
| $521K |
| 13.6% |
| MY RETIREMENT PATH MODERATE 2055 R AST WILMINGTON TRUST · EIN 38-4116824 / PN 498 | Common Collective Trust | $460K | 12.0% |
| MY RETIREMENT PATH MODERATE RETIREM AST WILMINGTON TRUST · EIN 38-4097346 / PN 494 | Common Collective Trust | $48K | 1.3% |
| MY RETIREMENT PATH AGGR 2055 R AST WILMINGTON TRUST · EIN 38-4097345 / PN 493 | Common Collective Trust | $32K | 0.8% |
| MY RETIREMENT PATH INDEX AGGR 2035 AST WILMINGTON TRUST · EIN 38-4097343 / PN 491 | Common Collective Trust | $25K | 0.6% |
| MY RETIREMENT PATH AGGR 2045 R AST WILMINGTON TRUST · EIN 38-4097344 / PN 492 | Common Collective Trust | $0 | <0.1% |
