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 | $25K | — |
| EMPOWER ADVISORY GROUP | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund | Other securities | — | — | $1.7M | 16.3% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $1.3M | 12.5% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $997K | 9.4% | |
| Columbia Dividend Income Instl | Other securities | — | — | $858K | 8.1% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $671K | 6.3% | |
| American Funds New Perspective R6 | Other securities | — | — | $518K | 4.9% | |
| Fidelity Mid Cap Index Fund | Other securities | — | — | $505K | 4.8% | |
| Franklin Small Cap Growth Adv | Other securities | — | — | $463K | 4.4% | |
| Fixed Annuities Key Guaranteed Portfolio Fund | Other securities | — | — | $425K | 4.0% | |
| Metropolitan West Total Return Bond I | Other securities | — | — | $351K | 3.3% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $293K | 2.8% | |
| due through December 2029 | Other securities | — | — | $258K | 2.4% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $244K | 2.3% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $228K | 2.2% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $224K | 2.1% | |
| JPMorgan Small Cap Equity I | Other securities | — | — | $212K | 2.0% | |
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $196K | 1.9% | |
| Empower Multi-Sector Bond Investor | Other securities | — | — | $183K | 1.7% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $166K | 1.6% | |
| Lord Abbett International Value R6 ** 2 Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $149K | 1.4% | |
| Blackrock Emerging Markets K | Other securities | — | — | $141K | 1.3% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | — | $95K | 0.9% | |
| Pimco Real Return Instl | Other securities | — | — | $93K | 0.9% | |
| American Funds Europacific Growth R6 | Other securities | — | — | $79K | 0.7% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $70K | 0.7% | |
| Victory Sycamore Established Value I | Other securities | — | — | $53K | 0.5% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $35K | 0.3% | |
| American Funds Century Small Cap Value R6 | Other securities | — | — | $19K | 0.2% | |
| Janus Henderson Triton I | Other securities | — | — | $13K | 0.1% | |
| American Funds Century High Income R6 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COMMONWEALTH EQUITY SERVICES LLC |
| — |
| WALTHAM, MA |
| BROKER/ADVISOR |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $0 | — |
