Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $122K | — |
| EMPOWER INSURANCE COMPANY OF AMERIC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity | Other securities | — | — | $27.7M | 12.1% | |
| Vanguard | Other securities | — | — | $22.1M | 9.6% | |
| Vanguard | Other securities | — | — | $21.6M | 9.4% | |
| Vanguard | Other securities | — | — | $19.8M | 8.6% | |
| Fidelity | Other securities | — | — | $19.2M | 8.4% | |
| Vanguard | Other securities | — | — | $18.7M | 8.2% | |
| Vanguard | Other securities | — | — | $15.2M | 6.7% | |
| Vanguard | Other securities | — | — | $11.4M | 5.0% | |
| Vanguard | Other securities | — | — | $8.4M | 3.7% | |
| Vanguard | Other securities | — | — | $7.3M | 3.2% | |
| Fidelity | Other securities | — | — | $7.1M | 3.1% | |
| Columbia Wagner Asset Management | Other securities | — | — | $7.1M | 3.1% | |
| Vanguard | Other securities | — | — | $7.0M | 3.1% | |
| Vanguard | Other securities | — | — | $5.1M | 2.2% | |
| Dodge & Cox | Other securities | — | — | $4.9M | 2.2% | |
| Fidelity | Other securities | — | — | $4.7M | 2.1% | |
| Fidelity | Other securities | — | — | $4.3M | 1.9% | |
| Fidelity | Other securities | — | — | $4.3M | 1.9% | |
| Vanguard | Other securities | — | — | $3.8M | 1.6% | |
| Vanguard | Other securities | — | — | $2.5M | 1.1% | |
| Participant Loans | Participant loans | — | — | $2.4M | 1.1% | |
| Vanguard | Other securities | — | — | $1.3M | 0.5% | |
| Fidelity | Other securities | — | — | $671K | 0.3% | |
| Empower | Other securities | — | — | $642K | 0.3% | |
| MEDLEY PSF PGIM JENNISON BLEND PORT THE PRUDENTIAL INSURANCE COMPANY OF · EIN 22-1211670 / PN 069 | Pooled Separate Account | — | — | $642K | 0.3% | |
| Empower | Other securities | — | — | $318K | 0.1% | |
| Empower | Other securities | — | — | $100K | <0.1% | |
| MEDLEY PSF PGIM 50/50 BALANCED PORT THE PRUDENTIAL INSURANCE COMPANY OF · EIN 22-1211670 / PN 087 | Pooled Separate Account | — | — | $100K | <0.1% | |
| Vanguard | 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.
| FIDUCIARY INVESTMENT ADVISORS | 36-4001764 | — | INVESTMENT ADVISOR | $47K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $18K | — |
