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 | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC | — | NEW YORK, NY | INVESTMENT ADVISOR | $23K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | $2.1M | 26.4% |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | $1.8M | 22.8% |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 |
| Direct comp |
|---|
| Indirect comp |
|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $14K | — |
| $1.3M |
| 17.0% |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | $548K | 7.0% |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | $189K | 2.4% |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | $178K | 2.3% |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | $151K | 1.9% |
| PUTNAM RETIREMENT ADVANTAGE 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | $64K | 0.8% |
| PUTNAM RETIREMENT ADVANTAGE MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | $35K | 0.4% |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | $0 | <0.1% |
