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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKLAND TRUST | — | HANOVER, MA | INVESTMENT ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement Fund " | Other securities | — | — | $532K | 20.9% | |
| American Funds 2050 Target Date Retirement Fund " | Other securities | — | — | $405K | 15.9% | |
| American Funds 2045 Target Date Retirement Fund " | Other securities | — | — | $358K | 14.0% | |
| American Funds 2060 Target Date Retirement Fund " | Other securities | — | — | $344K | 13.5% | |
| American Funds 2035 Target Date Retirement Fund " | Other securities | — | — | $228K | 9.0% | |
| Participant Loans (7.75% - 8.50%) - | Bonds / Notes | — | — | $183K | 7.2% | |
| American Funds 2040 Target Date Retirement Fund " | Other securities | — | — | $166K | 6.5% | |
| American Funds 2025 Target Date Retirement Fund " | Other securities | — | — | $118K | 4.6% | |
| American Funds 2030 Target Date Retirement Fund " | Other securities | — | — | $106K | 4.2% | |
| Fidelity 500 Index Fund " | Other securities | — | — | $35K | 1.4% | |
| EI Fixed Account - Series Class II Guaranteed account | Other securities | — | — | $12K | 0.5% | |
| American Funds American Mutual Fund " ** 492 American Funds Europacific Growth Fund " | Other securities | — | — | $12K | 0.5% | |
| Empower T. Rowe Price Mid Cap Growth Fund " ** 350 Federated Hermes Total Return Bond Fund " | Other securities | — | — | $11K | 0.4% | |
| Fidelity International Index Fund " | Other securities | — | — | $11K | 0.4% | |
| American Funds 2020 Target Date Retirement Fund " | Other securities | — | — | $7K | 0.3% | |
| Fidelity Small Cap Index Fund " | Other securities | — | — | $6K | 0.2% | |
| Fidelity Mid Cap Index Fund " | Other securities | — | — | $4K | 0.2% | |
| American Century Mid Cap Value Fund " ** 609 American Funds 2010 Target Date Retirement Fund " | Other securities | — | — | $3K | 0.1% | |
| DFA Real Estate Securities Fund " | Other securities | — | — | $2K | <0.1% | |
| AB Discovery Value Fund Mutual fund ** 620 American Funds Conservative Growth and Income Fund " | Other securities | — | — | $2K | <0.1% | |
| Janus Henderson Triton Fund " ** 118 JPMorgan Large Cap Growth Fund " ** 650 PIMCO Income Institutional Fund " | Other securities | — | — | $1K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund " | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $10K | — |
