Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $317K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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 | |||||
|---|---|---|---|---|---|---|
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $19.2M | 15.8% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $16.4M | 13.5% | |
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $15.0M | 12.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $13.9M | 11.4% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $12.0M | 9.9% | |
| MassMutual Unallocated insurance contract - MassMutual Guaranteed Investment Account | Other securities | — | — | $10.7M | 8.8% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $7.6M | 6.3% | |
| Empower Trust Company Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $5.1M | 4.2% | |
| FIDELITY TOTAL INTERNATIONAL INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.9M | 4.0% | |
| INVESCO DEVELOPING MARKETS R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.0M | 3.3% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $3.8M | 3.1% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $3.2M | 2.6% | |
| DFA US TARGETED VALUE I DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.8M | 2.3% | |
| JANUS HENDERSON TRITON N JANUS HENDERSON · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.2M | 1.8% | |
| Invesco Gld Special Minerls Fd | Mutual Funds | — | — | $407K | 0.3% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $327K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $64K |
| — |
