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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $70K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $46K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $300 | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | — | NONE | $65 | — |
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 |
|---|---|---|---|
| WELLS FARGO STABLE RETURN FUND E WELL FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | $3.1M | 8.7% |
| NT S&P 500 INDEX FUND - DC - NL - T NORTHERN TRUST GLOBAL INVESTMENTS, INC. · EIN 45-6138589 / PN 226 | Common Collective Trust | $756K | 2.1% |
| NT EXT EQUITY MKT IDX FD DC NL T4 |
Common Collective Trust |
| $294K |
| 0.8% |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENT · EIN 45-6138589 / PN 223 | Common Collective Trust | $173K | 0.5% |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS, INC. · EIN 45-6138589 / PN 212 | Common Collective Trust | $147K | 0.4% |
