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 | $55K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $43K | 0.6% | |
| MORLEY INCOME FUND III | Other securities | — | — | $12K | 0.2% | |
| MORLEY INCOME FUND I | Other securities | — | — | $7K | <0.1% | |
| MORLEY STABLE INCOME BOND FUND | Other securities | — | — | $6K | <0.1% | |
| MORLEY INCOME FUND IV | Other securities | — | — | $4K | <0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | Other securities | — | — | $4K | <0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | Other securities | — | — | $3K | <0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | Other securities | — | — | $3K | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | Other securities | — | — | $2K | <0.1% | |
| ACTIVELY MANAGED FUND | Other securities | — | — | $1K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | Other securities | — | — | $1K | <0.1% | |
| MORLEY INCOME FUND II | Other securities | — | — | $793 | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | Other securities | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVUS FINANCIAL PARTNERS LLC |
| — |
| LAKE MARY, FL |
| INVESTMENT ADVISOR |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HRA HOLDINGS LLC DBA HARBOR RETIREM | — | VERO BEACH, FL | OTHER | $1K | — |
