Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $40K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JHancock Bond R4 | Other securities | — | — | $3.0M | 21.8% | |
| Empower EI Fixed Account - Series Class III, at contract value | Other securities | — | — | $1.8M | 12.9% | |
| American Funds EuroPacific Gr R4 | Other securities | — | — | $1.2M | 8.5% | |
| Empower S&P 500 Index Fund Inv | Other securities | — | — | $1.1M | 7.9% | |
| American Funds American Balanced R4 | Other securities | — | — | $938K | 6.8% | |
| PIMCO International Bond (USD - Hedged) Inst | Other securities | — | — | $553K | 4.0% | |
| Victory Sycamore Established Value I | Other securities | — | — | $522K | 3.8% | |
| American Funds New World Fund R4 | Other securities | — | — | $517K | 3.7% | |
| JPMorgan US Equity R4 | Other securities | — | — | $448K | 3.2% | |
| PGIM High-Yield R6 | Other securities | — | — | $443K | 3.2% | |
| Fidelity Blue Chip Growth K6 | Other securities | — | — | $430K | 3.1% | |
| Empower SecureFoundation Balanced Inv | Other securities | — | — | $339K | 2.4% | |
| Empower S&P MidCap 400 Index Fund Inv | Other securities | — | — | $325K | 2.3% | |
| BNY Mellon Worldwide Growth I | Other securities | — | — | $297K | 2.1% | |
| Empower S&P SmCap 600 Index Fund Inv | Other securities | — | — | $287K | 2.1% | |
| Empower Lifetime Con 2015 Fund Inv | Other securities | — | — | $271K | 2.0% | |
| Notes Receivable from Participants Interest rates at 4.25% to 9.50% | Bonds / Notes | — | — | $259K | 1.9% | |
| Empower Lifetime Con 2055 Fund Inv | Other securities | — | — | $233K | 1.7% | |
| Fidelity Small Cap Growth K6 | Other securities | — | — | $167K | 1.2% | |
| Empower Lifetime Con 2035 Fund Inv | Other securities | — | — | $155K | 1.1% | |
| JPMorgan Equity Income R4 | Other securities | — | — | $132K | 1.0% | |
| Victory Sycamore Small Co Opportunity I | Common Stock | — | — | $114K | 0.8% | |
| Empower Lifetime Con 2050 Fund Inv | Other securities | — | — | $90K | 0.6% | |
| Empower Lifetime Con 2045 Fund Inv | Other securities | — | — | $83K | 0.6% | |
| Empower Lifetime Con 2060 Fund Inv | Other securities | — | — | $57K | 0.4% | |
| Empower Lifetime Con 2040 Fund Inv | Other securities | — | — | $45K | 0.3% | |
| Empower Lifetime Con 2025 Fund Inv | Other securities | — | — | $44K | 0.3% | |
| Janus Henderson Enterprise T | Other securities | — | — | $37K | 0.3% | |
| Empower Lifetime Con 2030 Fund Inv | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MMA SECURITIES LLC |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $24K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| E J CALLAHAN & ASSOCIATES LLC | — | WAKEFIELD, MA | OTHER | $10K | — |
