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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWK GROUP INC | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $64K | — |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $8.3M | 15.2% |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | $2.4M | 4.5% |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | $1.5M | 2.8% |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | $520K | 0.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | AUDITOR | $10K | — |
