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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | — | TAMPA, FL | INVESTMENT ADVISOR | $9K | — |
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 |
|---|---|---|---|
| LARGE CAP GROWTH/JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $4.0M | 8.3% |
| JPMCB SMARTRETIREMENT PASV BLD 2030 JP MORGAN · EIN 20-1165198 / PN 001 |
Common Collective Trust |
| $4.0M |
| 8.2% |
| JPMCB SMARTRETIREMENT PASV BLD 2040 JP MORGAN · EIN 20-1165392 / PN 001 | Common Collective Trust | $3.6M | 7.5% |
| JPMCB SMARTRETIREMENT PASV BLD 2050 JP MORGAN · EIN 26-1165477 / PN 001 | Common Collective Trust | $2.3M | 4.7% |
| JPMCB SMARTRETIREMENT PASV BLD 2055 JP MORGAN · EIN 45-5590883 / PN 001 | Common Collective Trust | $1.6M | 3.2% |
| JPMCB SMARTRETIREMENT PASV BLD 2025 JP MORGAN · EIN 20-1165154 / PN 001 | Common Collective Trust | $1.4M | 2.9% |
| JPMCB SMARTRETIREMENT PASV BLD 2035 JP MORGAN · EIN 20-1165348 / PN 001 | Common Collective Trust | $1.2M | 2.5% |
| JPMCB SMARTRETIREMENT PASV BLD 2045 JP MORGAN · EIN 20-1165449 / PN 001 | Common Collective Trust | $959K | 2.0% |
| JPMCB SMARTRETIREMENT PASV BLD 2020 JP MORGAN · EIN 26-1165037 / PN 001 | Common Collective Trust | $453K | 0.9% |
| JPMCB SMARTRETIREMENT PASV BLD 2060 JP MORGAN · EIN 26-1164871 / PN 001 | Common Collective Trust | $434K | 0.9% |
| JPMCB SMARTRETIREMENT PASV BLND INC JP MORGAN · EIN 26-1164871 / PN 001 | Common Collective Trust | $160K | 0.3% |
