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 | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | — | ST GEORGE, UT | INVESTMENT ADVISOR | $133K | — |
| 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 |
|---|---|---|---|
| SIA LARGE CAP GROWTH 2 ALTA TRUST · EIN 83-1419179 / PN 001 | Common Collective Trust | $3.7M | 7.9% |
| SIA GLOBAL GROWTH 3 ALTA TRUST · EIN 83-1466030 / PN 001 | Common Collective Trust | $3.4M | 7.4% |
| SIA BALANCED GROWTH 3 |
| Direct comp |
|---|
| Indirect comp |
|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
Common Collective Trust |
| $3.3M |
| 7.2% |
| SIA BALANCED CONSERVATIVE 3 ALTA TRUST · EIN 83-1527285 / PN 001 | Common Collective Trust | $1.6M | 3.4% |
| SIA TARGET DATE 2035 2 ALTA TRUST · EIN 83-1318731 / PN 001 | Common Collective Trust | $1.3M | 2.9% |
| SIA TARGET DATE 2055 2 ALTA TRUST · EIN 83-1392402 / PN 001 | Common Collective Trust | $819K | 1.8% |
| SIA TARGET DATE 2025 2 ALTA TRUST · EIN 83-1286100 / PN 001 | Common Collective Trust | $803K | 1.7% |
| SIA TARGET DATE 2050 2 ALTA TRUST · EIN 83-1373905 / PN 001 | Common Collective Trust | $722K | 1.5% |
| SIA TARGET DATE 2060 2 ALTA TRUST · EIN 83-1401342 / PN 001 | Common Collective Trust | $720K | 1.5% |
| SIA TARGET DATE 2030 2 ALTA TRUST · EIN 83-1300171 / PN 001 | Common Collective Trust | $486K | 1.0% |
| SIA TARGET DATE 2045 2 ALTA TRUST · EIN 83-1358106 / PN 001 | Common Collective Trust | $464K | 1.0% |
| SIA TARGET DATE 2040 2 ALTA TRUST · EIN 83-1335569 / PN 001 | Common Collective Trust | $352K | 0.8% |
| SIA BALANCED MODERATE 3 ALTA TRUST · EIN 83-1512343 / PN 001 | Common Collective Trust | $345K | 0.7% |
| SIA INCOME GROWTH 3 ALTA TRUST · EIN 83-1580447 / PN 001 | Common Collective Trust | $325K | 0.7% |
| SIA TARGET DATE 2020 2 ALTA TRUST · EIN 83-1273151 / PN 001 | Common Collective Trust | $55K | 0.1% |