Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $304K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| At contract value * Empower general account Insurance contract | Other securities | — | — | $11.5M | 14.9% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $10.6M | 13.9% | |
| BlackRock LifePath Index Retirement K | Other securities | — | — | $9.7M | 12.6% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $9.6M | 12.6% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $8.9M | 11.5% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $3.9M | 5.1% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.9M | 3.8% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.4M | 3.1% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $2.0M | 2.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.0M | 2.6% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $1.9M | 2.5% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $1.8M | 2.4% | |
| At fair value American Beacon Large Cap Growth Z | Other securities | — | — | $1.6M | 2.0% | |
| MFS International Growth R6 | Mutual Funds | — | — | $1.5M | 1.9% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.4M | 1.9% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $683K | 0.9% | |
| maturities through 2034 -0- | Other securities | — | — | $674K | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $558K | 0.7% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $540K | 0.7% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $538K | 0.7% | |
| DFA US TARGETED VAL I DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $519K | 0.7% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $473K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| THE ANGELL PENSION GROUP, INC. |
| 04-2530412 |
| — |
| THIRD PARTY ADMIN |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVIES, INC | 36-4291971 | — | INVESTMENT PROVIDER | $81K | — |
