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 CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | — | TPA | $1K | — |
| 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 |
|---|---|---|---|
| FRANKLIN TOTAL ADVANTAGE 2055 CIT GREAT GRAY · EIN 82-3397205 / PN 358 | Common Collective Trust | $79K | 24.1% |
| FRANKLIN TOTAL ADVANTAGE 2040 CIT GREAT GRAY · EIN 82-3309063 / PN 355 | Common Collective Trust | $74K | 22.5% |
| FRANKLIN TOTAL ADVANTAGE 2020 CIT |
| Indirect comp |
|---|
| EMPOWER ADVISOR GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $493 | — |
| HORNOR TOWNSEND & KENT INC | 23-1706189 | PHILADELPHIA, PA | SERVICE PROVIDER | $0 | — |
Common Collective Trust |
| $62K |
| 18.9% |
| FRANKLIN TOTAL ADVANTAGE 2060 CIT GREAT GRAY · EIN 82-3410489 / PN 359 | Common Collective Trust | $62K | 18.9% |
| FRANKLIN TOTAL ADVANTAGE 2030 CIT GREAT GRAY · EIN 82-3285163 / PN 353 | Common Collective Trust | $22K | 6.6% |
| FRANKLIN TOTAL ADVANTAGE 2035 CIT GREAT GRAY · EIN 82-3297133 / PN 354 | Common Collective Trust | $11K | 3.3% |
| FRANKLIN TOTAL ADVANTAGE 2045 CIT GREAT GRAY · EIN 82-3327181 / PN 356 | Common Collective Trust | $7K | 2.0% |
| FRANKLIN TOTAL ADVANTAGE 2025 CIT GREAT GRAY · EIN 82-3236796 / PN 352 | Common Collective Trust | $7K | 2.0% |
| FRANKLIN TOTAL ADVANTAGE RETIREMENT GREAT GRAY · EIN 82-3225947 / PN 350 | Common Collective Trust | $5K | 1.6% |
