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 |
|---|---|---|---|---|---|
| ROEHL & YI INVESTMENT ADVISORS LLC | — | EUGENE, OR | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location |
|---|
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 |
|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 005 | Common Collective Trust | $217K | 3.8% |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 007 | Common Collective Trust | $209K | 3.7% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| PRIME PENSIONS NORTHWEST LLC | — | EUGENE, OR | CONTRACT ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 006 |
Common Collective Trust |
| $127K |
| 2.2% |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 008 | Common Collective Trust | $120K | 2.1% |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 009 | Common Collective Trust | $114K | 2.0% |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 004 | Common Collective Trust | $92K | 1.6% |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 003 | Common Collective Trust | $81K | 1.4% |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 010 | Common Collective Trust | $51K | 0.9% |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 012 | Common Collective Trust | $29K | 0.5% |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 013 | Common Collective Trust | $26K | 0.5% |
| PRINCIPAL LIFETIME HYBRID INCOME CI PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 011 | Common Collective Trust | $10K | 0.2% |
| PRINCIPAL LIFETIME HYBRID 2070 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 014 | Common Collective Trust | $1K | <0.1% |
