Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEFANOS VERTOPOULOS |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FUTURE FUNDS SERIES ACCT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $1.9M | 78.3% | |
| Group Annuity Contracts * Guaranteed Portfolio Fund Group Annuity Contract ** $ | Common Stock | — | — | $517K | 20.8% | |
| Fidelity Adv Leveraged Co Stock Class M Variable Annuity | Common Stock | — | — | $305K | 12.3% | |
| Empower Multi-Sector Bond Inv Variable Annuity | Other securities | — | — | $184K | 7.4% | |
| Empower Bond Index Fund Inv Variable Annuity | Other securities | — | — | $179K | 7.2% | |
| Empower International Index Fund Inv Variable Annuity | Other securities | — | — | $157K | 6.3% | |
| PIMCO Total Return Admin Variable Annuity | Other securities | — | — | $148K | 6.0% | |
| Empower US Govt Securities Fund Inv Variable Annuity | Other securities | — | — | $146K | 5.9% | |
| American Funds Growth Fund Of Amer R3 Variable Annuity | Other securities | — | — | $99K | 4.0% | |
| Empower S&P 500 Index Fund Inv Variable Annuity | Other securities | — | — | $97K | 3.9% | |
| Empower Large Cap Growth Inv Variable Annuity | Other securities | — | — | $81K | 3.2% | |
| Empower S&P SmCap 600 Index Fund Inv Variable Annuity | Other securities | — | — | $64K | 2.6% | |
| Invesco Global A Variable Annuity | Other securities | — | — | $60K | 2.4% | |
| Empower International Value Inv Variable Annuity | Other securities | — | — | $60K | 2.4% | |
| Empower Large Cap Value Investor II Variable Annuity | Other securities | — | — | $55K | 2.2% | |
| Columbia Large Cap Value A Variable Annuity | Other securities | — | — | $49K | 2.0% | |
| JPMorgan US Research Enhanced Equity A Variable Annuity | Other securities | — | — | $46K | 1.9% | |
| Empower Conservative Profile Fund Inv Variable Annuity | Other securities | — | — | $39K | 1.6% | |
| Virtus Ceredex Mid-Cap Value Equity A Variable Annuity | Other securities | — | — | $31K | 1.2% | |
| Empower Real Estate Index Fund Inv Variable Annuity | Other securities | — | — | $30K | 1.2% | |
| Invesco Comstock R Variable Annuity | Other securities | — | — | $27K | 1.1% | |
| Empower Moderate Profile Fund Inv Variable Annuity | Other securities | — | — | $22K | 0.9% | |
| Participant Loans Interest rates at (4.25 ~ 9.50%) $0 | Bonds / Notes | — | — | $22K | 0.9% | |
| Empower S&P MidCap 400 Index Fund Inv Variable Annuity | Other securities | — | — | $22K | 0.9% | |
| Macquarie Small Cap Core A Variable Annuity ** 31 Marsico Focus Variable Annuity | Other securities | — | — | $13K | 0.5% | |
| Clearbridge Small Cap Growth A Variable Annuity | Other securities | — | — | $9K | 0.4% | |
| Variable Annuities American Funds Europacific Growth R3 Variable Annuity | Other securities | — | — | $8K | 0.3% | |
| Empower T Rowe Price MdCp Gr Fund Inv Variable Annuity | Other securities | — | — | $6K | 0.3% | |
| Empower Mid Cap Value Inv Variable Annuity | Other securities | — | — | $4K | 0.2% | |
| Empower Small Cap Value Inv Variable Annuity | Other securities | — | — | $2K | <0.1% | |
| Empower Aggressive Profile Fund Inv Variable Annuity | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| VANCOUVER, WA |
| CONSULTANT |
| $12K |
| — |
