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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWBC INVESTMENT COMPANY | — | SAN ANTONIO, TX | INVESTMENT ADVISOR | $4K | — |
| 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 |
|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | $181K | 18.0% |
| PUTNAM RETIREMENT ADVANTAGE 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | $161K | 16.1% |
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $872 | — |
| PUTNAM RETIREMENT ADVANTAGE 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 |
Common Collective Trust |
| $76K |
| 7.5% |
| PUTNAM RETIREMENT ADVANTAGE 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | $60K | 5.9% |
| PUTNAM RETIREMENT ADVANTAGE 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | $30K | 3.0% |
| PUTNAM RETIREMENT ADVANTAGE 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | $25K | 2.5% |
| PUTNAM RETIREMENT ADVANTAGE 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | $23K | 2.2% |
| PUTNAM RETIREMENT ADVANTAGE 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | $10K | 1.0% |
| PUTNAM RETIREMENT ADVANTAGE TRST X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | $10K | 1.0% |
| PUTNAM RETIREMENT ADVANTAGE 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | $0 | <0.1% |
